Print this package: Transitioning your business, part 1

By Staff | October 14, 2008 | Last updated on October 14, 2008
2 min read

(October 2008) Our recent special report, Transitioning your business, examines the issues you face when buying and selling a practice. This is the first of a three-part series. Part 2 launches on October 23 and Part 3 will launch on December 2.

If you’ve had a chance to peruse the package and you’re looking for an easy way to download the full report for future reference, click the links below to access this report in PDF form, print it for your records or save it to your computer.

[Download the whole report] (PDF)

[Download the LARGE PRINT version] (PDF)

If you haven’t had a chance to read the articles yet, here’s a preview:

As advisors get older, it’s only natural to consider transition issues. What will happen to your book of clients when you retire? Do you have a plan in place? In the case of junior or mid-level advisors, buying a book may be the only significant way to grow a business. But what’s the process for getting started? ventured to find out

Find out more:

Ready to sell? Read this first How to buy a book, step by step One advisor’s succession plan The tricky way of valuing your business Book review: Every Family’s Business Buyers and sellers” Other related articles

Read the whole package: Transitioning your business

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Filed by Deanne Gage,,

(10/14/08) staff


The staff of have been covering news for financial advisors since 1998.