Smoothing Out Some Complexities Of Business Transition MDRT podcast

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Smoothing out some complexities of business transition

9M ago 14:01

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Konten disediakan oleh MDRT Podcast. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh MDRT Podcast atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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 episode

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

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Smoothing out some complexities of business transition

22 subscribers

published 9M ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh MDRT Podcast. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh MDRT Podcast atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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 episode

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

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