In the midst of enormous change, many elite advisers find themselves at a crossroads, trying to determine the next stage for themselves, their teams and their clients. Often the path to independence is among the options considered. You’ve spent decades building and nurturing your practice. It’s not just a business — it’s truly a part of you.

Wouldn’t it be helpful to know what your practice is worth and understand the options available should you decide to monetize all or a portion of it one day?

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