The Perfect RIA

What Works Wednesday - The Seller’s Journey With Guest Denise Logan


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The transition of selling your business involves more than just leaving and walking away with a good deal. Leaving your work, whether through your own plan or unexpectedly, involves so many emotions as so often we equate who we are with what we do. On today’s What Works Wednesday, Matt is joined by the author of The Seller’s Journey, Denise Logan, to discuss why you should have your own exit strategy, the importance of working through the emotions that come with selling your business, and why planning for your own exit can help you connect and provide more value to your business owner clients.

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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