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Barry Seigerman | May 10, 2017
Successfully executing a perpetuation plan will depend on how well your integration plan works, because if not, a lifetime of effort can disappear when the deal you finally made blows up.
Barry Seigerman | June 13, 2017
Allow me to share some of my personal experience with integration, and some of the issues you should be aware of.
Bob O'Hara | October 03, 2017
Succession planning begins 5-10 years before turning over the keys.
Bob O'Hara | October 01, 2017
Most agency owners dream of either selling their company or passing it onto the next generation. Whatever the plan, the goal is a successful transition for all involved. As with any long-term strategic planning, youll need to establish business and personal goals as part of the process.
Matt Lynch | April 06, 2017
Many advisory firms have hit a crucial stage. Most will not pass to an outside buyer or next-gen advisor. Will your firm endure?