Establishing clarity for acquisition success
What we found from experience, having done one acquisition and working on two others now, is to make sure we’re clear as to what the current owners are trying to...
Tag Archives: business continuity
Questions to help clients prepare to sell their business
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...
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...
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...
How to underwrite your future
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...
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...
