As an advisor, you’ve lived through several of the last economic downturns, weathered the storms, calmed clients, followed regulations, and taken care of others for years. Maybe it’s time to finally retire and take it easy . . . but how do you maximize the value of your practice in order to move on to the next phase? Pinnacle has a way, and if that’s your plan, the best advice is to get started NOW.
You know better than to try and sell from the bottom, but what steps do you need to take if you’ve reached a certain age, achieved your personal and financial goals, and want to shift gears into the next phase of your life? The process takes time, and there’s some work to do to prepare your firm for the transition.
- How to tell if you’re REALLY ready to leave, or just overwhelmed by the current situation
- What level of effort you can expect to get ready for the sale
- What can you realistically expect to achieve after the sale – is that really what you want?
- What steps you can take NOW to get prepared for a good outcome
CEO John Hill will take you through the decision at its core, see if it’s the right one your for you right now, and help you work through the preparatory steps to position your firm for maximum return and minimum stress.
Don’t miss this rare session discussing some of the toughest and most controversial decisions you can make as an advisor.