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Successful Succession and the 3 options available to you
Licensees stifling practice acquisitions over compliance concerns Increased compliance benchmarks imposed by the licensees of acquisitive advice firms is holding back deals according to a broker of advice and accounting businesses, who says the businesses involved need to get licensees involved early and often to
Podcast – Legal Issues when Buying or Selling a Business – Episode 42 Â Legal issues when buying or selling a business can cost buyers and vendors a lot of time and money. Most of the common pitfalls are not rocket science. In fact they
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
Whatâs driving the sale of financial planning practices? As a financial services practice broker, itâs important to gain a detailed understanding of vendor motivation to track trends. I recently sat down with my team to look over three yearsâ worth of data, which captured the
Whatâs driving the sale of financial planning practices? As a financial services practice broker, itâs important to gain a detailed understanding of vendor motivation to track trends. I recently sat down with my team to look over three yearsâ worth of data, which captured the
Million-dollar Advisers at a “Decision Point”: M&A experts
Whatâs driving the sale of financial planning practices? As a financial services practice broker, itâs important to gain a detailed understanding of vendor motivation to track trends. I recently sat down with my team to look over three yearsâ worth of data, which captured the
