Planning or Planning to Finish Well: Part 2

If you were unable to run your advisory practice for the short- or long-term, would your clients and employees be well cared for during that time?

John Williamson and Dennis Leininger are back to discuss the buying, selling, and transitioning of a practice. In this episode, they focus on the importance of having a continuity plan in place and how to create one.

In this episode, you will learn:

  • Why business owners need to have a continuity plan
  • Why it’s not necessary to be an exact match with your continuity partner
  • Some of the legalities involved in selling a practice
  • The importance of communicating with clients
  • And more!

Tune in now as John Williamson and Dennis Leininger discuss how to create your continuity plan.

Wells Fargo Advisors Financial NetworkJohn Williamson LinkedInDennis Leininger LinkedIn