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
The Top 5 Legal Issues when buying or Selling a Financial Service Practice https://vimeo.com/391764790 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
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
