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Tag Archives: business continuity

Questions to help clients prepare to sell their business 

Posted on October 3, 2022 by Matt Pais

Succession planning sometimes requires business owners to make hard decisions. If something were to happen to them and they became permanently unable to perform their duties, should they tell the...

Posted in Practice Management | Tagged business continuity, mdrt podcast, mdrt presents | Comments Off on Questions to help clients prepare to sell their business 

5 questions to ask about a potential buyer’s culture

Posted on May 26, 2020 by wschmeiser

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...

Posted in Practice Management | Tagged business continuity, business continuity decision tree | Comments Off on 5 questions to ask about a potential buyer’s culture

4 questions to ask a business transition service provider 

Posted on May 18, 2020 by wschmeiser

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...

Posted in Practice Management | Tagged business continuity, business continuity decision tree, MDRT | Comments Off on 4 questions to ask a business transition service provider 

How to underwrite your future

Posted on February 28, 2020 by mdrtadmin

Like many MDRT members, you may have spent decades creating plans that protect your clients’ businesses and financial security when they’re no longer working full time. Yet when it comes...

Posted in Practice Management | Tagged business continuity, business processes | Comments Off on How to underwrite your future

Explore the Business Continuity Decision Tree

Posted on July 7, 2017 by wschmeiser

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...

Posted in MDRT, Practice Management | Tagged business continuity, business continuity decision tree, business planning, MDRT, practice management | Comments Off on Explore the Business Continuity Decision Tree

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Questions to help clients prepare to sell their business 

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