Podcast
>
Ep 10: Launching a Firm by Buying a Portion of Another Practice
Ep 10: Launching a Firm by Buying a Portion of Another Practice
Welcome to Financial Advisors Want to Know with Catherine Tindall! In this episode, we explore an alternative path to starting an advisory firm—buying a portion of an existing practice. Our guest, Matt Miner, shares his journey of launching Miner Wealth Management through this approach and the lessons he’s learned along the way.
Share:
Episode 10: Launching a Firm by Buying a Portion of Another Practice
Guest: Matt Miner, CFP®, MBA
Welcome to Financial Advisors Want to Know with Catherine Tindall! In this episode, we explore an alternative path to starting an advisory firm—buying a portion of an existing practice. Our guest, Matt Miner, shares his journey of launching Miner Wealth Management through this approach and the lessons he’s learned along the way.
Key Takeaways:
✅ Acquiring vs. Starting from Scratch – Buying into an existing firm can offer immediate client relationships and revenue.
✅ Finding the Right Fit – Culture, values, and long-term goals matter just as much as financials.
✅ Navigating the Transition – Understanding client retention, compliance, and operational adjustments is key.
✅ Lessons from Entrepreneurship – Matt shares insights from his journey, including how paying off $225K in student debt shaped his approach to financial planning.
🔗 Connect with Matt:
📩 Get tax updates & future episodes: Subscribe Here
☕ Book a coffee chat with Catherine: Schedule Here
🌐 Learn more: www.dominiones.com
