E 205 - Build a Business That Doesn't Need You
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Building a valuable advisory practice isn't just about growing AUM or increasing revenue. It's about intentionally creating something that can continue without you.
In this episode of From Busy to Rich, Wes and Justin sit down with Andrew Mirolli to explore succession planning, business value, culture, and the questions advisors should be asking long before they're ready to step away. They also dig into an often-overlooked part of succession: knowing what you want your life to look like after the business.
In This Episode
- Why succession planning should begin years before you're ready to sell.
- How culture, relationships, and legacy can matter as much as the financial terms of a deal.
- What advisors should focus on at different stages of their careers to increase long-term business value.
- Why systems, processes, and a next-generation team can make a practice more transferable.
- How to create a meaningful “third act” so you're not left wondering who you are without the business.
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