When you’re trying to build your practice for a future merger, acquisition, sale, transition, or succession – then when you come to a fork in the road, you better know how to take it. In this episode of Future Zeros, we’ll talk about how important planning for the timing of your eventual exit is depending on the path you’re looking to take.

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Future Zeros is a series for financial advisors who want to increase the value of their firm today and in the future. Your host, Mike Walters (CEO of USA Financial), digs into the nuances of mergers, acquisitions, and succession within the financial advice industry to help you add “future zeros” to your bottom line. Whether you are nearing an exit, just entering the business, or in the middle of building your practice, the Future Zeros series (found on your favorite podcast players and YouTube) will provide thoughtful insights into how to grow your practice the right way in order to maximize your future value and minimize the risk associated with doing so.

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