The Exit Equation: M&A Strategies, Tools & Insights for Financial Advisors

Most advisors don’t plan their exit — until they have to. And by then, it’s often too late to protect what really matters. The Exit Equation is a clear, practical guide for financial advisors who want to be ready — not just to sell, but to make the right decision when the time comes. Whether you’re five years out or actively fielding offers, this book helps you take control of your timeline, your value, and your next chapter. Built around a proven seven-pillar framework, The Exit Equation gives you the tools, insights, and strategies to: • Define your ideal outcome — and spot misaligned deals before they derail you • Evaluate your firm’s readiness across leadership, clients, operations, and growth • Identify hidden risks that reduce value (and fix them before a buyer walks in) • Ask smarter questions in M&A conversations — and know what buyers are really looking for • Prepare your team and clients for a seamless transition With practical worksheets woven directly into each chapter, you’ll move from idea to action — working through the same questions and exercises used in real-world consulting engagements. Author and consultant Linda Bready brings decades of experience helping advisors grow, sell, and integrate their firms. Drawing from hundreds of firm reviews and acquisition conversations, she’s created a guide that cuts through the noise and delivers what advisors actually need: clarity, structure, and confidence. Because the best exits aren’t just profitable. They’re intentional. Looking for a printable version of the worksheets? Readers of any format — paperback, eBook, or audiobook (when available) — can download a free companion PDF using the link provided inside the book.
ASIN: B0FH7MHX2M
VSKU: GBV.B0FH7MHX2M.A
Condition: Acceptable
Author/Artist:Bready, Linda
Binding: Paperback
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Condition Notes: This book is in acceptable condition and may have highlighting and or writing throughout. The actual cover image may not match the stock photo, dust jacket may be damaged or missing. Book may show internal and or external wear on spine or cover and may be slightly skewed or have creased pages. This is a used book so codes may be invalid or accompanying media may be missing. May be an Ex library book with stickers and stamps.