11 Key Things to Consider
Before Selling Your Financial Services Practice

11things_mockup.png

DOWNLOAD THIS SPECIAL GUIDE FILLED WITH INDUSTRY INSIGHTS IF YOU...

  1. Are an independent Financial Services Advisor.
  2. Have considered selling your practice in the next 0-5 years.
  3. Want to learn valuable insights into how best to approach the process.

Make the Best Choice For You AND Your Clients

 
nathan-dumlao-627381-unsplash.jpg

The right buyer…

The right buyer will partner with you to help transition your practice in a supportive, organized way that results in the best outcome for you
and your clients.

The key is to approach selling your business with the same care you have run your business.
I’m confident these 11 tips will help you on your journey to a successful transition.
— Matt Schubert, CEO

StevePruitt_web copy copy.png
5-stars.png

“Selective Wealth really worked with us to create a smooth transition that appropriately valued our clients and our business.”

- Stephen, Managing Partner of James River Financial Group


 

You’ve helped others retire well

Help yourself do the same:

11things_mockup.png
 
selective-banner-proof.png