CHICAGO - There's a big difference between succession-planning practice sales and other kinds of deal activity, advisors learned during a succession-planning panel Wednesday.

When a firm owner is considering selling or merging his firm to reach succession-planning goals, “the price isn’t what matters,” advisor Bob Bilkie, told advisors at Envestnet’s second annual Advisor Summit.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access