| June 2012 |
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| The Efficient Frontier of Succession: Maximizing Practice Value |
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| Regardless of your timeframe for succession, you need to maximize your practice value now so you can make more money then. This study examines the current position of financial advisors on their paths to succession and how they can maximize the value of their practice by leveraging the key drivers of practice valuation: time horizon, normalized earnings and client retention.
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