My business partner and I built our wealth management firm from nothing over eight years, and now we're getting acquisition offers that would set us both up for life, but we keep dancing around the fact that he wants to sell and I want to keep building, and neither of us will just say what we actually want because we're terrified of what it means for us.
More people experience this than they realize.
You want to keep building and your partner wants to sell, but neither of you will say it.
“Where Are You with Financial Services — Financial Advisory & Wealth Management?”
If this sounds familiar, the Library can help you find the bigger picture.