When the reality that “you are the practice” sets in, you face a dilemma when you want to pack it in and leave. Who will pay for a practice when the chief revenue producer is leaving? Not many. What ...

There is an opportunity in the marketplace to develop a profitable practice in exit planning. Countless books and articles on exit planning highlight today’s ideal conditions for advisors: the aging ...

Creating an exit plan should be a part of your business practice, regardless of what stage of growth your company is in or what type of economic environment exists. Having an exit plan simply means ...