In 2015 gamePlan Financial Group Inc. was at its peak. My income grew from $85K to $212K, I had 3 other Advisors, and after 16 years it was time for me to take that experience and help other Advisors thrive, so I sold the practice to a private equity firm for 3x earning and am writing about it today. Here’s my story of how that happened.
But first, we need to go back in time a bit.
Built on a Ball Diamond
My dream as a kid was to be an MLB Umpire. I knew when I was 5 that’s what I wanted to do. Umpiring Little League started for me when I was 12 and by the time I was 18 I had umpired a national championship, a western Canadian championship and a BC Summer Games, all gold medal games behind home plate.
At 20 years old I attended the Academy of Professional Umpiring, where I graduated with honours and was awarded a 1996 Spring Training Assignment with the Seattle Mariners camp in Arizona. I went from moving lawns in Qualicum Beach to literally...
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