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Succession and M&A
How to Value an Insurance Brokerage
How to Market a Family Business
High Value vs Low Value Financial Advisory Business Checklist
Finding "You-2.0" - Planning for a Successor
Finding The Right Buyer
Don't Sell your Business
Command the Best Purchase Price for your Practice
Business Valuation Methods for Financial Advisors
Business Transition Considerations Worksheet
Building Succession from Within
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Phone:
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email:
[email protected]
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55 years ago
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