Feb 22, 2023

InvestmentNews: Waiting too long can make your worst fears a reality

Man sitting at his laptop looking frustrated and fed up

Implement succession, lower financial risk, slow down, or even retire, virtually everyone in the RIA sector understands the key reasons why principals sell their firms. In his February 15th, 2023, practice management column for InvestmentNews, Scott Hanson discusses our recent collaboration with San Francisco-based consulting firm DeVoe & Co. to create a comprehensive white paper, The Heart of the Deal: Understanding and overcoming the emotional barriers to selling an RIA,” which uses qualitative and quantitative analysis to investigate how fear of the unknown keeps some principals from moving forward with a sale.

Read the full article at InvestmentNews.