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The SuccessionFit Scorecard
Manage episode 316763746 series 2993237
Indhold leveret af Joe Aguiar and Tom Hine. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Joe Aguiar and Tom Hine eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
“The majority of financial advisors do not realize the scope and time involved in successfully selling their practice to another advisor. Often, advisors regret not beginning the process sooner. Valuation, discussion, negotiation, and transition can take nine months or more.” In this episode Tom Hine covers the SuccessionFit Scorecard, a self-scoring system for financial advisors that he created. He highlights the importance of taking this first step towards protecting your life’s work. It can show you how prepared, or unprepared, your company is for sale or merger.
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