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A Great Checklist for Buying a Financial Planner Practice
Guest Expert: Michelle Atlas-Quinn, J.D. and Matt Durr, E.A.
Date:
Attendee's Excellent Rating: 72%
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

Attendees 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.

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.

06.29.2023 - Practice Purchase