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Contingency Planning - A key to acquisition success?!
To start with, let's define the term "Contingency Planning."
Contingency Planning is specifically referred to you...
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Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...
From educational webinars to hands-on checklists, we've curated content specifically for advisors to value, grow, protect and/or sell their business.
To start with, let's define the term "Contingency Planning."
Contingency Planning is specifically referred to you...
Building a successful independent financial advisory firm that can support the firm’s key stakeholders is a significant...
Starting your business as a financial advisor is an exciting prospect. You're setting the foundation for a successful...