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Circumnavigating Your Career: Transition Yourself Out of Your Practice

Stephen B. Parrish, J.D., ChFC

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From emotions to financials, an advisor who is selling his or her practice will anticipate and experience unique challenges. Stephen B. Parrish, a longtime attorney and industry veteran, helps mitigate your concerns with a set of considerations that prepare you for exiting, selling or buying a financial services practice. Hear examples of real-life transitions and what made them successes or failures. Get an understanding of how practices are valued and advice on how to deal with the intangible, emotional aspects of this transition.

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