ဤအပိုင်းအကြောင်း
Do you have a succession plan, or just an idea of one?
In this episode, Andrew Mirolli, co-founder and managing partner of buyAUM, joins Kristin to talk about how financial advisors can plan their exit.
He walks through the main options for selling or stepping back, what buyers look for in a firm, and how to test a successor on your own team.
Listen in to learn why planning early makes your business stronger today.
Andrew shares:
- The 90-day question that shows how ready your firm is for a transition.
- The three exit paths.
- What buyers pay more for, and what quietly lowers your firm’s value.
- How private equity is pushing valuations higher, even for small practices.
- What helps you avoid regret after a sale.
- How to test junior advisors before selling.
Resources:
- (Ep. 45) Scaling Without Sacrifice: Partnering for Smarter Growth with Michael Young
- Free TruValue Report
Connect with Andrew Mirolli:
Connect with Kristin Harad:
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ပြီးခဲ့သည့် အပိုင်းများကို ရှာဖွေပါ
Full Advisor Coaching - The Podcast ၏ ယခင်အပိုင်းများကို ရှာဖွေပါ
ဤ PODCAST တွင် အခြားသော အပိုင်းများ
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မသက်ဆိုင်ကြောင်းရှင်းလင်းချက်: ဤစာမျက်နှာပေါ်တွင် ထည့်သွင်းထားသော ပေါ့တ်ကာစ်နှင့် အနုပညာလက်ရာများသည် ၎င်း၏ပိုင်ရှင်၏ပိုင်ဆိုင်မှုဖြစ်သည့် Kristin Harad မှဖြစ်ပြီး Listen Notes, Inc နှင့် ဆက်နွှယ်ခြင်း သို့မဟုတ် ထောက်ခံထားခြင်းမရှိပါ။
ပြင်ဆင်ပါ
ပေါ့ဒ်ကတ်စ် ဒေတာဘေ့စ်ကို နောက်ဆုံးပေါ်အချိန်နှင့်တပြေးညီဖြစ်စေရန် ကူညီပေးသည့်အတွက် ကျေးဇူးတင်ပါသည်။
