Looking at your business from several angles can help make the transition to another owner go smoothly
Where should you look for the ideal candidate?
Set goals and start planning early
Ask yourself these six questions first
Accentuate the positive; frame the transition as a merger and a positive step for clients
Halifax advisor Bill Moffat can spend years preparing a business for sale
Passing along the family vacation property touches all aspects of wealth management planning
Four things to include in a good succession plan
Many advisors neglecting to create a succession plan for their own businesses