Leaving on Your Terms: Planning Your Exit

Your advisory practice may be the most valuable asset you ever own. So why do so many advisors wait so long to plan how they’ll exit? 

In this episode, Brendan Ryan talks with Ryan Alessio, National Consultant at AssetMark, who has worked with hundreds of advisors on succession planning. He shares what he’s learned about when to start, how to increase the value of your practice, and why finding the right successor is often the hardest part. 

They cover: 

• When to start planning your exit • How to optimize your practice for a transition
• The role of recurring revenue and client segmentation • How to find (and trust) the right successor
• Why many advisors delay succession planning 

If you want to leave on your terms — both financially and personally — its never to early to start having these conversations.