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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 Success Fees and Selling a Financial Advisory Firm

This chapter delves into the concept of success fees in selling a business, explaining that the payment is for the sale itself, not future arrangements, and detailing the percentage range based on deal size and risk. It explores the differences between smaller and larger financial advisory firms, outlines the process of selling a firm including preparation and negotiations, and discusses additional compensation options like stock and retirement packages for advisors.

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