Planning or Planning to Finish Well: Part 2
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Planning or Planning to Finish Well: Part 2
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About this listen
If you were unable to run your advisory practice for the short- or long-term, would your clients and employees be well cared for during that time?
John Williamson and Dennis Leininger are back to discuss the buying, selling, and transitioning of a practice. In this episode, they focus on the importance of having a continuity plan in place and how to create one.
In this episode, you will learn:
- Why business owners need to have a continuity plan
- Why it’s not necessary to be an exact match with your continuity partner
- Some of the legalities involved in selling a practice
- The importance of communicating with clients
- And more!
Tune in now as John Williamson and Dennis Leininger discuss how to create your continuity plan.
Wells Fargo Advisors Financial Network ❘ John Williamson LinkedIn ❘ Dennis Leininger LinkedIn
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