It's all about what they can put away. Listen
There are things you only learn from actually going through the process
ListenClean books and clear value—why your financials matter in any M&A deal.
ListenThe great news is that advisors can focus on the 3 or 4 areas that are most relevant to their clients
ListenYou have to remember this is, first and foremost an investment.
ListenYou have to remember this is, first and foremost an investment.
ListenYou have to remember this is, first and foremost an investment.
ListenJust like any other planning, it all comes back to client's goals.
ListenYou have to be precise, or it doesn't count.
ListenYou want to partner with someone committed to getting things right
ListenThere is a difference between 'over-solicited' and 'over-served.
Listen