Every financial adviser will face the inevitable decision to exit their business, but how do you ensure it’s on your terms? In this episode of Adviser 3.0, host Abraham Okusanya sits down with Jon Slater, an experienced financial planner who successfully navigated the sale of his firm, Manse Capital. Together, they explore the challenges, decisions, and strategies involved in preparing a business for sale, choosing the right buyer, and managing the transition while staying true to your values.
Whether you're contemplating your own exit or simply curious about the process, this episode offers a firsthand account filled with insights and lessons learned. Tune in to discover what it takes to exit with confidence and purpose.
Adviser 3.0: The Podcast