Your Guide to Navigating Partner Buy-Ins
Do you have a plan in place for new partners to buy-in to your firm? Review our checklist to make sure you are prepared.
Prepare for Additional Partners
Due to the high number of advisors reaching retirement age, the demand for qualified professionals to assume partnership roles is surging. Preparing a plan early allows the partner time to find the appropriate financing, eliminating your need to self-finance.
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