The Efficient Frontier of Succession:
Maximizing Practice Value
You’ve worked hard to build a successful practice, and at some point, you’ll want to sell it. But you need to maximize your practice value now so you can make more money then.
“The Efficient Frontier of Succession: Maximizing Practice Value,” a new white paper published by NFP Advisor Services Group and produced by Aite Group, an independent research firm examines the current position of financial advisors on their paths to succession planning and how they can maximize the value of their greatest asset—their practice—by purposefully leveraging the key drivers of practice valuation: time horizon, normalized earnings and client retention.
The study surveyed merger and acquisition firms and third-party buyers as well as practice owners to identify the misconceptions related to succession planning and the key steps advisors should take to maximize their outcome.
Master the succession challenge. Use the following form to request a free copy of “The Efficient Frontier of Succession: Maximizing Practice Value.”