[EP 198] Tips for buying and selling financial planning practices

The Deal Room - Ein Podcast von Joanna Oakey, Aspect Legal

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 Werbung

Kategorien:

Wirtschaft

In this episode, we talk to Steven Fine who is the Managing Director of Growth Focus. Today, we are talking all about the top considerations when buying and selling financial planning practices. Steve along with our host Joanna Oakey drill into the changes in the financial planning industry, discuss a few case studies on different aspects of this area and give you some top tips and takeaways.