Most advisors plan for their clients’ futures but forget to plan for their own. This episode dives into the first part of Pillar Four: Succession and Acquisition, where we explore what it really means to build something that lasts beyond you. Whether you’re preparing to exit, acquire, or grow through partnerships, this conversation will help you think strategically about your next chapter.

In this episode, you’ll learn:

🏁 The key differences between succession and acquisition, and why both matter

💼 How to know when it’s time to start your succession planning

📈 What to look for when evaluating potential acquisition opportunities

🧩 How to structure deals that protect both parties and maintain client trust

🤝 The mindset shift from “running a practice” to “building an enterprise”

🧠 Why legacy isn’t about leaving, it’s about leading with intention

If you’ve ever wondered what happens when it’s time to pass the torch, or pick one up, this episode will get you thinking like a true business owner.

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