Coming Soon
The Exit Equation
Plan your exit before someone else does it for you.
The Exit Equation is a practical guide for financial advisors preparing to sell, merge, or transition their firm — whether you're five years out or facing decisions now.
Built around a clear seven-pillar framework, the book includes real-world M&A strategies, advisor-specific tools, and integrated worksheets to help you take action -- not just gather ideas.
You'll learn how to:
- Define your ideal exit strategy and avoid misaligned deals
- Increase your firm's valuation by strengthening key drivers
- Prepare clients and staff for a smooth transition
- Spot risk factors that could derail a deal
- Navigate advisor succession and RIA acquisition conversations with confidence
Linda Bready is a longtime consultant and strategist in the financial services space.
She's helped advisors grow, transition, and integrate their firms through real-world M&A and succession planning. A former fintech exec and founder of a firm acquired by Envestnet, Linda brings both operational insight and deal-side experience to the table. The Exit Equation distills her practical approach into a hands-on guide for advisors who want to exit on their terms.