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
Succession Planning
The Complex Journey of Transitioning Your Practice
In our industry/profession, few things are as significant as the decision to sell a practice. This is not just about numbers on a balance sheet or assets under management; it's abo ....Read More
August 13, 2024 | 5 Minute Read
Succession Planning
Succession Planning Is More Than Just a Family Appointment
“When my son goes to meet clients, he gets a small amount to invest. Many times he gets a SIP (Systematic Investment Plan) of Rs. 5,000 per month or so. When I go, clients give m ....Read More
June 18, 2024 | 5 Minute Read