The SuccessionFit Scorecard
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Innhold levert av Joe Aguiar and Tom Hine. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Joe Aguiar and Tom Hine eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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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11 episoder