Longview Financial Advisors President Jessica Hovis Smith details the succession plan she oversaw to transition ownership of two merged lifestyle practices into a single employee-owned, multigenerational firm.
It is common to find oneself at a crossroads when considering proposing marriage, having a baby or buying a home. The decision to start one’s own business is no different.
Greg Franks shares the story of his own leap to independence in 2011 from a ranking position at Merrill to the role of managing partner, president and COO of Snowden Lane Partners.
You’re considering independence and the potential of taking on a capital partner. Is that the right move, or is there a better way to financially de-risk the leap? Here are five things to consider.