Even Advisors Need an Exit Plan Too
Even advisors need to establish an Exit Plan. In this episode of Why We Plan, John Brown, Founder of BEI, interviews Jonathon DeYoe, Senior Vice President of EP Wealth Advisors, about his experience merging his practice into a larger firm. \n\nJonathon DeYoe was growing his financial advisor firm when his brother and COO of the company died in 2021. It was at this unfortunate turning point that Jonathon decided there were aspects of the firm that he did not want to take on. He made the decision to hire a team to help merge his financial advisor practice with a larger firm. Jonathon discusses the variables that go into a transition like this and lends advice to other advisors going through a similar scenario.