Boosting Curb Appeal | WealthManagement by Anne Field

Published:

curbappeal

After 25 years as a financial advisor, Elizabeth Brickman decided in 2012 it was time to step back, sell the firm, and turn her attention to the books she wanted to write.

Of course, she wanted to get the most money she could from a buyer. So she hired an outside firm to do a valuation of her Miami-based business, and pinpointed estate planning as an area wherein a purchaser could, with little effort, generate more revenue. “Any buyer would have an entirely new area they could grow,” says Brickman, whose practice had over $60 million in assets at the time.

What happened? Within six months almost 30 suitors stepped forward, and she made the sale.

more…

Back to listing