16 Ways To Leave Your Financial Firm
The best planning processes keeps the end goal in mind. While creating their Business Blueprint, I ask all new clients the question "how do you want to exit your firm". The most common answers are: I want to drop dead at my desk Why do we need to talk about that for? (especially if they've just gone independent, but usually the answer for anyone under 40) Yet dying at your desk will create numerous problems for your estate and that sort of strategy will only hurt your family and staff -- and your clients!. In fact, financial advisors and planners, CPAs, etc. are acutely aware that having ownership in a business upon death isn't a good financial planning. But when you get down to brass tactics, it's as