- How long should I remain in the business once the equity transition begins?
- Do I want to remain engaged in the business?
- In what capacity should I remain within the firm, or should I at all?
- Did I wait too long to plan for my retirement?
- Can a sale realize sufficient resources for my support in later years?
- Can I trust the new advisor to take over my practice?
- How do I communicate and position the new practice with existing clients?
- Often an advisor`s equity is converted to an income stream constricted by earn out provisions, which could reduce the equity of your practice.
- What is the best way to structure my
- Loss of Identity and purpose
- Who will you be if you are no longer an advisor?
- How will others perceive you in the community?
- DKE provides consultative services in conjunction with other consultative partners in a multi-disciplinary approach to ensure that every stage of your advisor lifecycle is fulfilling for you.
- Every practice and every transition is unique, therefore our services and systems must be unique to satisfy the goals and objectives of all stakeholders involved.
- DKE uses a consultative process that is supported by five strategic functions. To learn more about how we help advisors find more time and increase their income, click here.