What Buyers and Sellers Get Wrong: Kate Fellows Talks FP Business Sales, Succession, and Acquisitions with Steven Fine
What Buyers and Sellers Get Wrong: Kate Fellows Talks FP Business Sales, Succession, and Acquisitions with Steven Fine
In this episode, Kate Fellows sits down with Steven Fine to talk through the real-world process of selling a financial planning business. They cover acquisitions, succession planning, and the common mistakes buyers and sellers make along the way. A practical conversation for advisers thinking about growth, exit, or what not to do when it matters most.