Ep 17: What It’s Really Like to Sell Your Advisory Business with Cindy Skaggs

Today, we sit down with Cindy Skaggs, CFP®, to hear her firsthand experience of having her business acquired. From deal structure to client communication, Cindy shares exactly how she navigated the transition, as well as the emotional highs and the practical strategies that made it all work. You’ll hear how she handled clients who didn’t want to transition and how stepping into a paid consultant role has shaped her next chapter.Listen in as we dive into the core philosophies that have shaped Cindy’s career, like why it’s not about what you make—it’s what you keep. With a passion for long-term strategy and a heart for teaching, Cindy also reflects on what it takes to create truly customized financial plans and how she continues to help clients secure an income for life. If you’re curious about what it’s really like to sell a business, how to prepare clients, or how to balance emotion and logic through it all, this conversation is packed with honest insights and practical takeaways.