Choosing the wrong succession path does not just affect your valuation. It affects your clients, your team, and everything you spent decades building. Here is how to think through the decision clearly.
Every year you delay succession planning, your options narrow and your leverage shrinks. Here is exactly what that delay is costing you and how to stop the clock.
Advisors delay succession planning for reasons that go deeper than market timing or valuations. The real reason nobody is talking about is identity.
Most advisors treat succession as a retirement strategy. It is not. And that single misconception is costing practices millions in lost value.
