How To Ensure Your Wealth Management Firm is "Sale Ready"

from Modern Financial Advisor · host Truelytics by Envestnet

If you wanted to sell your RIA or independent financial advisory business to an internal successor or a third party would you be able to? Josh Patrick, Founding Principal at Stage 2 Planning Partners and author of "Sale Ready Company" shares what you need to do to make your firm sale ready even if you have no plans to sell.

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This episode is 51 minutes long.

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This episode was published on October 21, 2021.

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