WHERE YOU ARE IN THE PROGRAM

You know what your practice is worth. You know where the value gaps are and how to address them. Now the work turns to structure: the legal and financial frameworks that govern how a transition actually happens. Month 7 is not a legal consultation. It is preparation for one. By the end of this month, you will understand the fundamental structures that apply to advisor succession, know exactly what questions to ask your lawyer and accountant, and have your business and personal finances sufficiently separated to make those conversations productive.

MOST ADVISORS GO INTO LEGAL AND FINANCIAL CONVERSATIONS UNDERPREPARED AND COME OUT WITH EXPENSIVE DOCUMENTS THEY DO NOT FULLY UNDERSTAND.

Buy-sell agreements, shareholder agreements, asset purchase structures, and earn-out arrangements are not complicated if you understand the basic framework before you sit down with a professional. Advisors who do not understand the framework spend more time and money getting to the same outcome, and they often miss the decisions that only they can make. Month 7 closes that gap without requiring you to become a legal expert.

Curriculum

1 Chapter · 3 Lessons

  1. 1

    Legal & Financial Structures

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Legal Preparation Checklist

    3. (Included in full purchase)

      Questions for My Lawyer / Accountant

Prepare for the legal and accounting conversations

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