Build a Business Worth Buying
An interview with successful seller Ken Van Leeuwen, founder of Van Leeuwen & Company. We go deep on his experience in the areas of succession planning, building enterprise value, and what he would share with the next generation of exiting advisors.
This is one of the biggest dividing lines I see in advisors 5-10 years out from retiring or a sell-and-stay.
Are you hoping someone will hand you a big check for a book of clients? Or are you building enterprise value?
Advisors can’t afford to be late to long term strategy. Ken’s experience preparing for and executing a successful exit is invaluable here. I hope you appreciate it as much as I did.
If you’re thinking about your exit plan:
I’m here to help you understand the current (and evolving) buyer landscape
We’ll help you compare exit options from a neutral perspective: internal, RIA/BD, corporate, or PE.
When the time comes, we help you catch the attention of culture-fit, financial-fit buyers to maximize your leverage.
All communications are fully discrete and secure.