Selling 20% or 25% of your practice can put millions of dollars in your pocket today, while allowing you to keep control, keep earning, and keep growing.

But owning 75% doesn’t necessarily mean you control 75% of the decisions.

What happens if your minority partner can veto a future sale? What if they get paid before you do? What if the 12X multiple you were promised isn’t being calculated on the number you thought it was?

And what happens five years from now when someone offers $30 million for the rest of your practice?

Can your 25% partner stop you from taking the deal?

In this no-nonsense webinar, we’ll expose the 10 biggest mistakes and misunderstandings advisors make when selling a minority stake in an RIA or wealth management practice.

You’ll learn:

• Why the highest offer may not be the best offer
• How you can own the majority and still give up meaningful control
• The deal terms that can affect the value of your remaining 75%
• What happens when you and your new partner disagree

How future sale rights, vetoes, and payment structures can impact your second transaction Why you need to understand your second sale before completing your first You’ve spent decades building your practice. Don’t let a deal that looks great on closing day cost you millions down the road.

Before you sell 25% of your practice, make sure you understand what happens to the other 75%.