Carrie introduces Susan Latremoille, founder of Next Chapter Lifestyle Advisors. Susan shares her journey from building a successful financial advisory practice to selling it at a premium valuation.
 
With over 40 years of experience, Susan transitioned from Merrill Lynch to entrepreneurship, ultimately exiting her company in 2019. She discusses the importance of trust and team development in her business, as well as the process of preparing for and executing a successful exit.
 
She also works with financial advisors to enhance their client relationships beyond just financial planning.
 
00:30 Welcome to The Exit Whisper
00:38 Meet Susan Latremoille
02:56 Susan's Journey: From Merrill Lynch to Entrepreneurship
04:21 Building a Successful Financial Advisory Practice
10:15 The Decision to Sell: Planning and Execution
11:01 Transitioning Clients and Ensuring Continuity
16:26 Valuing the Business and Formalizing the Exit
19:14 Next Chapter: Helping Others Navigate Their Exits
25:22 Connecting with Next Chapter Lifestyle Advisors


 

 

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