Selling 20% of Your Practice? You May Lose Control

dvisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting, and long-term growth strategy. Should financial advisors sell a minority stake in their practice? A growing number of broker-dealers, RIAs, and private equity-backed firms are offering financial advisors the opportunity to sell 10% to 30% of their business through “sell and stay” deals.