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Ep 364: Scaling Marketing To Sell A $2.2B Advisory Firm And Advising Advisors On The Lessons Learned From Selling, with Ted Jenkin

Financial Advisor Success

CHAPTER

Navigating Financial Challenges After a Significant Transaction

The chapter delves into the financial outcomes and challenges post a significant transaction, emphasizing the impact of market fluctuations on investments. It discusses strategies for recovering from market downturns, meeting growth targets, and presenting transparent financial documentation for potential buyers. The speaker shares insights on the financial aspects of selling an advisory firm, highlighting the importance of showcasing profitability and detailing the transition post-sale.

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