A Great Checklist for Buying a Financial Planner Practice
Guest Expert: Michelle Atlas-Quinn, J.D. and Matt Durr, E.A.
Date:
Webinar Replay Description
Are you planning to expand your financial advisory practice by acquiring another one? Then don't miss this insightful presentation with Michelle Atlas-Quinn, J.D., and Matt Durr, E
Comments
A few comments from listeners:
I learned a more structured approach to buying and selling.
- Anja L.
In this webinar, I learned not focusing on a multiple of gross revenue
- Wayne Q.
I learned a more structured approach to buying and selling.
- Anja L.
In this webinar, I learned not focusing on a multiple of gross revenue
- Wayne Q.
06.29.2023 - Practice Purchase
Attendees Comments:
I learned a more structured approach to buying and selling.
- Anja L.
In this webinar, I learned not focusing on a multiple of gross revenue
- Wayne Q.