Exit

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.