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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
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Christen L. Sanchez

In network coverage since September 10, 2026 · 1 story
Network coverage
Succession & selling a firm

A $710 million exit where the founder stays put

Sanchez Wealth Management's sale to Modern Wealth prices both a practice and a career; the terms nobody published are the ones a selling principal should be negotiating.
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