The complexity of setting a price in internal successions

Negotiating the price in internal successions between a buyer and seller in the financial advisory field can reveal challenges in reaching an agreement. While one party may rely on analytical tools like spreadsheets, the other may use a more intuitive approach such as drawing with a Sharpie. Despite differing methods, both individuals are united in their goal of enhancing services for financial advisors. The importance of intentionality in business development and ensuring a work-life balance also emerges as a key theme.