Adviser Voice Article – What’s driving the sale of financial planning practices: a look at the data that tells the story

By |2021-11-02T15:53:05+00:00|Media|

What’s driving the sale of financial planning practices: a look at the data that tells the story

What’s driving the sale of financial planning practices?

By |2021-11-02T23:29:54+00:00|Buying a business, Finance, Media, Selling your business|

What’s driving the sale of financial planning practices? As a financial services practice broker, it’s important to gain a detailed understanding of vendor motivation to track trends. I recently sat down with my team to look over three years’ worth of data, which captured the motivations of sellers looking to sell their business either [...]