How to Navigate the Emotional Side of Selling a Financial Advisory Firm

Kara Miller, Director of Banking and M&A Services at SkyView Partners helps financial advisors and owners of RIA firms manage the process of selling their business. She also helps them work through the emotional rollercoaster that tends to come with selling a business one has spent decades building.

If you are interested in learning more about selling your firm and how SkyView can help reach out via email by clicking here.

Mike Langford
Founder & CEO of finservMarketing. Financial services industry veteran with over 20 years of experience in both retail and institutional segments. Early pioneer in the use of social media and digital marketing for financial advisors.
Previous
Previous

Why You Should Get An Independent Valuation and Understand Your KPIs

Next
Next

A Roadmap for Buying a Financial Advisory Business