Emily Blue, co-founder of Hue Partners, joins us to explore the human side of selling a financial practice. She explains that while advisors often prepare for the financial aspects of M&A, the real challenge lies in navigating identity shifts, fear of losing control, and concern for clients and teams. Tools like journaling and reflection can help advisors stay grounded, while clear, timely communication builds trust through the transition.
Emily also shares key lessons from the field: don’t wait too long to sell, don’t go it alone, and don’t underestimate the value of self-awareness. She urges advisors to stay open-minded about potential partners, think early about their post-sale purpose, and define what success looks like beyond the deal. A well-executed exit, she says, is as much about clarity and intention as it is about valuation.
Resources: Hue Partners
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