<p>Lee's advice when you are planning to sell and exit your business</p> <ol> <li>Start early</li> <li>Have grown up discussions</li> <li>Have those facilitated by the company lawyer</li> <li>Decide on how and when to involve the team, don't wait for them to find out</li> <li>Don't make it personal</li> <li>Keep it honest and transparent</li> <li>Pay for the best possible advice</li> </ol> <p>@leerobertson64</p>

Lee's advice when you are planning to sell and exit your business Start early Have grown up discussions Have those facilitated by the company lawyer Decide on how and when to involve the team, don't wait for them to find out Don't make it personal Keep it honest and transparent Pay for the best possible advice @leerobertson64

Lee Robertson - selling to the team, protecting the business for them and their clients

The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial services who are willing to share their knowledge.

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Lee Robertson - selling to the team, protecting the business for them and their clients

Lee Robertson - selling to the team, protecting the business for them and their clients