Wealth management leaders and IFA practice owners - we've produced two short videos giving some practical advice on how to maximise the sale of your firm.
Stephen Tucker explains all in these YouTube clips (see first video below).
If you’d like to read some of Stephen’s thoughts, then please click here to access an article he wrote for Professional Adviser on selling a wealth advisory firm.
If you'd like to talk to Stephen about helping you with your plans, then please drop a line to Julia Whistler at julia@foulgerunderwood.com.