Career Management Advisors

12/19/2023

Our CEO, Linda Willis, had the privilege to join David Partain & Laura Hanichak Gregg on their podcast, The Flexible Advisor, to discuss the importance of succession planning and how to start the process, including key considerations, timeframes and the price of procrastination.

Many advisors have yet to move beyond a vague idea of what a succession plan might look like, let alone formalizing one. While the concept of succession should be considered in every stage of your business, it becomes critical in the later stages. During the podcast, they also covered:

- Why many advisors avoid actively creating their exit strategies
- The importance of an emergency exit strategy at every stage of a practice.
- How far in advance of your exit the planning should begin

And more!

Check out the episode here: https://lnkd.in/eVpsDxmM or on our website: https://lnkd.in/e8w7VX8w

Our CEO, Linda Willis, had the privilege to join David Partain & Laura Hanichak Gregg on their podcast, The Flexible Advisor, to discuss the importance of succession planning and how to start the process, including key considerations, timeframes and the price of procrastination. Many advisors have y...

04/07/2020

Negotiations for RIA buyers and sellers should be fair to both parties.

04/07/2020

Differentiate in order to grow your firm, your client base and be attractive to buyers and sellers.

04/07/2020

RIA mergers can be opportunities for exponential growth.

04/07/2020

NEW YORK and ATLANTA and BOSTON, Nov. 20, 2019 /PRNewswire/ -- Career Management Advisors, CMA Consulting, an advisory boutique consulting firm, announces the appointment of Nancy Wilson as Managing Director. CMA Consulting, a boutique M&A Advisory firm and search resource, serves RIA firms, wealth....

04/07/2020

Thanks to Gordie Morse for the invitation to join him and other leaders on the inaugural radio show of Cutting Edge Leadership.