Succession Planning
The Path to the 10%
Recently, my colleague Sayok visited Delhi to meet a few partners, where he encountered a deeply unfortunate story. A gentleman (in his early forties) had passed away, and in a mat ....Read More
October 8, 2024 | 5 Minute Read
Succession Planning
7 Reasons Why You Should Start Succession Planning Now
Succession planning is a crucial, yet often overlooked aspect of running a financial practice. Many financial professionals delay it, thinking they have plenty of time. We often th ....Read More
September 17, 2024 | 5 Minute Read
Succession Planning
The Risks of Choosing a Successor Driven by Valuation
This post is the third in my recent series on succession planning. In the first post, I shared Sunil’s story and the challenges of transitioning a financial practice (you can rea ....Read More
September 3, 2024 | 5 Minute Read
Succession Planning
Navigating the Future: Personalized Solutions for MFDs
In response to the last two week’s posts, I got a simple yet interesting question from a reader Mr. Shetty. He asked, “I am a big fan of your posts Sir. You write so well. Than ....Read More
August 27, 2024 | 5 Minute Read
Succession Planning
The 7 Key Factors for Selecting the Right Successor/Exit Partner
Last week, I shared Sunil’s story with you. While I had planned to share another interesting story this week, I received a question from a reader. He asked, “Amar, what are the ....Read More
August 20, 2024 | 6 Minute Read