By focusing on three key areas and associated action steps, writes Brendan McCurdy, advisers can give their practice the best chance of achieving its maximum value - whether that be for a sale or for a successor
If you had to sell your practice tomorrow, what would it be worth? How valuable would it be to your heirs? As advisers, we can become so busy in our day job advising clients and building portfolios that...
Five key points
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Jones takes on the brief after five years on the board, serving and chairing committees