Kitces and Carl - Real Talk for Real Financial Advisors

Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136

Apr 18, 2024
Kitces and Carl discuss challenges in internal succession planning for financial advisors, including valuation complexities, buyer and seller approaches, and the importance of fair pricing. They delve into the impact of education and bank financing on buying advisory firms, as well as strategic approaches to gradual internal successions for financial stability.
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
Exploring Internal Succession Plans and Affordability in Advisory Firms
02:05 • 2min
3
Valuing a Business for Internal Succession Planning
04:28 • 11min
4
Navigating Valuations and Succession in Financial Advisory Firms
15:12 • 11min
5
Educational Resources and Bank Financing Impact on Buying Advisory Firms
26:34 • 3min
6
Strategic Approaches to Internal Successions in Financial Firms
29:32 • 6min