5 questions to ask about a potential buyer’s culture
When merging or selling your business, you want to make sure the other practice does business in a similar manner, both to protect the clients’ interests and your own. These...
Tag Archives: business continuity decision tree
4 questions to ask a business transition service provider
Let’s say I want to go out and buy a business, but I don’t know anyone whose book I can buy. Rather than cold-calling other advisors to see if they...
Explore the Business Continuity Decision Tree
Have you been in the financial services industry for more than five years? Are you within 10 years of retiring? Then you should have a plan for the continuity of your...
