The Heart of the Deal

Thank you for your interest in this unique report, created in collaboration with Allworth Financial. The report examines the emotional journey of selling an RIA, and provides guardrails for managing them throughout the process.

Owners considering selling their firm will benefit from key insights, such as:

- How a seller's fears and aspirations can undermine a great partnership - or be a seller's North Star.

- How to manage fears and emotions that relate to three important constituents: clients, staff and owners.

- How the emotional journey of a founder is unique and needs to be managed alongside a larger life change.

This white paper has been selected as a 2024 WealthManagement.com “Wealthies” Finalist!

Please share a few details to access the paper. We will also add you to our email distribution list.

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