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Growth Focus

Top 5 Ways to exit a Financial Services Business

Top 5 Ways to exit a Financial Services Business We speak to partners, business owners, boards, stakeholders and sole practitioners on a daily basis about exit options. Exit planning is generally poor. Most act when they are forced to act which greatly reduces the optimum

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5 Key Legal Issues

The Top 5 Legal Issues when buying or Selling a Financial Service Practice This eBook covers 5 critical legal issues that all sellers and buyers of financial practices should understand to achieve the outcome they are seeking.A well negotiated sale can come badly unstuck

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Mistakes Vendors Make

Mistakes Vendors Make When Selling their Financial Services Business When it comes to selling your business, there is a huge price to pay in learning from your own mistakes. This information is based on years of experience as an intermediary between buyer and seller, based

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