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The Exit Mindset: When, Why, and How to Plan Your Succession

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Manage episode 490914411 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Key highlights include:

-Why many advisors wait too long - and how that can cost them.

-Common emotional roadblocks and how to overcome them.

-The difference between financial readiness and business readiness.

-Mistakes sellers make when engaging with buyers.

-Why a clear "why" can determine the success of your exit.

Whether you're actively considering retirement or just thinking ahead, this episode offers straightforward advice from two experts who have helped hundreds of advisors navigate their next chapter.

Reach out to Joe at [email protected].

  continue reading

270 episodes

Artwork
iconShare
 
Manage episode 490914411 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Key highlights include:

-Why many advisors wait too long - and how that can cost them.

-Common emotional roadblocks and how to overcome them.

-The difference between financial readiness and business readiness.

-Mistakes sellers make when engaging with buyers.

-Why a clear "why" can determine the success of your exit.

Whether you're actively considering retirement or just thinking ahead, this episode offers straightforward advice from two experts who have helped hundreds of advisors navigate their next chapter.

Reach out to Joe at [email protected].

  continue reading

270 episodes

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