<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=289257&amp;fmt=gif">
Sign Up
Log In
Sign Up
Log In


Free Peer Benchmark Analyzer

How To Ensure Your Wealth Management Firm is "Sale Ready"

Mike Langford
Oct 22, 2021

Is your financial advisory business "sale ready?" Meaning... is your business profitable and sustainable enough that someone else would be willing to buy it and have the business continue to run smoothly?

Josh Patrick, Founding Principal of Stage 2 Planning and author of "Sale Ready Company" joined me on the latest episode of the Modern Financial Advisor Podcast to share some key strategies for ensuring your RIA firm or independent financial advisory business is prepared for succession or M&A even if you have no desire to sell.

HubSpot Video

As you'll discover, preparing your business to be sale-ready is a fantastic way to discover unrealized value.

Partner With Truelytics: Do you work with RIAs and independent financial advisors? Are you helping them grow their business, become more profitable, or prepare for transitions? If so, you should reach out to explore the Truelytics Solutions Partner Program

Subscribe to the Podcast! The Modern Financial Advisor Podcast is available on Apple Podcasts, Spotify, Apple PodcastsSpotifyGoogle PodcastsAlexa,  SoundCloudStitcherTuneIn, or if you prefer video you can find it on YouTube.

Resources Related to this Episode:
Below is a list of resources related to this episode or mentioned in the update video above: 

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

See How Your Firm Stacks Up Against Your Peers!

Free Truelytics Peer Benchmark Calculator

Free Peer Benchmark Analyzer

You May Also Like

These Stories on Succession Planning

Subscribe by Email