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The Succession Dance: Equity and Management Transitions: Firm owners should begin choreographing their exit long before they are ready.
- Published in:
- Journal of Financial Planning, 2023, v. 36, n. 11, p. 49
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- Publication type:
- Article
It's Prime Time for Your Succession Plan: Transitioning a financial planning practice is no time for drama.
- Published in:
- Journal of Financial Planning, 2023, v. 36, n. 8, p. 54
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- Publication type:
- Article
5xW vs. 2xRevenue: Five Questions for Better Valuations: Trade the outdated valuation rule of thumb for a more inquisitive approach to succession planning.
- Published in:
- Journal of Financial Planning, 2023, v. 36, n. 5, p. 54
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- Publication type:
- Article
Navigating the Emotional Journey When Selling Your RIA.
- Published in:
- Journal of Financial Planning, 2023, v. 36, n. 2, p. 58
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- Publication type:
- Article
The Map STORE.
- Published in:
- Inside MS, 2001, v. 19, n. 4, p. 52
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- Publication type:
- Article