In this episode, Casey and Jarrod team up with Stacy Phillips, CFP®, to break down why practice transitions succeed—or fall apart. From timing to profitability to the emotional side of letting go, they explore why owners often wait too long, how declining production can tank a future sale, and what buyers really look for when evaluating a potential practice. The conversation also sheds light on the reality of associate buy-ins: most don’t work out, timelines are longer than owners expect, and profitability must look good for both parties. Whether you’re 10 years out or just beginning to think about a sale, this episode highlights why early planning protects your income, widens your options, and leads to a smoother, more profitable transition.
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