Mar 19, 2024

InvestmentNews: Dentistry, advising, and retiring without a succession plan

dentist working with a patient

Your advisory firm is likely your most valuable asset. But if you don’t have a succession plan, including at least a junior advisor who has worked alongside you and met your clients, should you be forced to suddenly retire or stop working, the value of your practice would plummet. In, “Dentistry, advising, and retiring without a succession plan,” his March 12th, 2024, practice management column for InvestmentNews, Allworth co-founder Scott Hanson tells readers how the sudden, health-related retirement of his dentist, reminded him why having someone in place is so important to the value of a small business.

Read the full article at InvestmentNews.