This episode with Matthew Miner, CFP®, MBA of Miner Wealth Management is about his journey doing a partial buyout of a practice he was working with and what he sees in the rearview mirror for advisors looking to do the same to launch their practice.

Top Takeaways:
1- Having trust is everything with a seller, but making sure to get legal documentation just for clear understanding, expectations, and a record of what was agreed on (especially when you’re 6 months out from an agreement) is essential

2- Having a communication strategy for new clients - keep it simple.

The clients who will have a lot of questions will make themselves known, they always do! Matt recommends not overwhelming clients with information during the change unnecessarily

3- Prepare for the admin overflow…it’s a lot more work than you think it’ll be. Or at least plan on it to be!

Matthew Miner, CFP®, MBA
https://www.linkedin.com/in/mattminer/
minerwealth.com
workpantsfinance.com

Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you

Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9

Visit us at DominionEs.com

Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you

Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9

Visit us at DominionEs.com

Connect with Catherine on LinkedIn