You tell your clients they shouldn’t leave retirement planning to the last minute. The same applies to your business – specifically, with succession planning for financial advisors. Ideally, when you leave, you smoothly transition your clients and staff to another advisor who fairly compensates you for the book of business. But this process doesn’t …

 How much are you worth? It’s a question advisors spend every day discussing with their clients, often without considering that question for their own firm. That’s where a valuation comes in. The most common reason advisors seek a valuation is to prepare for a sale or merger of their business. There are other motivations …