"I'll Know It When I See It": 3 Key Questions for Evaluating a Partner
In the intricate landscape of M&A within wealth management, the decision to partner with another...
In the months since founding Hue, one of the most amazing surprises to us has been the connection we form as entrepreneurs with our clients. We now share a unique bond forged through the emotional rollercoaster of launching a business. We've had numerous founders reach out to us, eager to understand the feelings we navigated while launching Hue. Itโs fascinating how these emotions resonate with their own experiences during their firmโs inception. Yet, what often catches them off guard is how these feelings resurface when it is time to consider selling their business.
The journey of a founder is marked by passion and commitment. Itโs this same fervor that once compelled an RIA founder to take the leap and invest in themselves for the benefit of their clients. When the moment arrives to sell that business, those emotions come rushing back, creating a poignant reflection on the path taken.
As founders embark on this once-in-a-lifetime transaction, reflection is essential:
๐ซ Why did they start this journey?
๐ซ What truly matters to them?
๐ซ How do they define the best outcome?
Recently, our Family Book Club, featuring Total Family's Alex Kirby and Hue Partners, explored Courage is Calling by Ryan Holiday. This thought-provoking book reveals the transformative power of courage and its ability to inspire positive change in our lives and the world.
Proudly produced by Playful Humansโ Mike Montague, Family Book Club Podcast fosters meaningful conversations and connections.
In the intricate landscape of M&A within wealth management, the decision to partner with another...
The most successful advisors we have seen in our industry understand the importance of planting...
Hue Partners is proud to share the sixth M&A Confidential article authored by Daniel Crosby, Chief...