Episode 69
How To Ensure Your Wealth Management Firm is "Sale Ready"
Modern Financial Advisor · Truelytics by Envestnet
October 21, 202151m 50s
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Show Notes
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.