Smoothing Out Some Complexities Of Business Transition MDRT podcast

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Personal Finances Lifestyle Business MDRT Don't Get

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Smoothing out some complexities of business transition

9M ago 14:01

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Indhold leveret af MDRT Podcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af MDRT Podcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

How do you streamline the many challenges that occur as a business is acquired? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. share techniques they’ve learned to help minimize roadblocks and pursue success and happiness between buyer and seller. Episode breakdown: 0:38 – Steps to simplify both quantitative and qualitative questions 3:07 – Best practices to retain clients after an acquisition 5:23 – How to figure out challenging timelines regarding payment 8:43 – Learning from internal and external acquisitions 10:12 – Considering certain compromises because of the size of a practice Listen to the monthly series, MDRT Presents: @mdrtpresents

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155 episoder

#Personal Finances #Lifestyle #Business #MDRT #Don't Get

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Smoothing out some complexities of business transition

22 subscribers

published 9M ago

Del

MP3•Episode hjem

Indhold leveret af MDRT Podcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af MDRT Podcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

How do you streamline the many challenges that occur as a business is acquired? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. share techniques they’ve learned to help minimize roadblocks and pursue success and happiness between buyer and seller. Episode breakdown: 0:38 – Steps to simplify both quantitative and qualitative questions 3:07 – Best practices to retain clients after an acquisition 5:23 – How to figure out challenging timelines regarding payment 8:43 – Learning from internal and external acquisitions 10:12 – Considering certain compromises because of the size of a practice Listen to the monthly series, MDRT Presents: @mdrtpresents

… continue reading

155 episoder

#Personal Finances #Lifestyle #Business #MDRT #Don't Get

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