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The SuccessionFit Scorecard
Manage episode 316763746 series 2993237
Sisällön tarjoaa Joe Aguiar and Tom Hine. Joe Aguiar and Tom Hine tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
“The majority of financial advisors do not realize the scope and time involved in successfully selling their practice to another advisor. Often, advisors regret not beginning the process sooner. Valuation, discussion, negotiation, and transition can take nine months or more.” In this episode Tom Hine covers the SuccessionFit Scorecard, a self-scoring system for financial advisors that he created. He highlights the importance of taking this first step towards protecting your life’s work. It can show you how prepared, or unprepared, your company is for sale or merger.
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