+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy
  • About
  • Join
  • Events
  • Resources
Expert insights about what to do in an acquisition
Episode breakdown:

0:35–Dedicating the necessary time for each step in the process
2:55—Developing simplicity and know-how
3:18—Establishing both clarity and cultural fit
5:11—Asking questions and listening, just as you would with a client
7:44—Adapting when a seller changes their mind about something
MDRT Podcast
MDRT Podcast
in MDRT PodcastOct 2, 2023

Expert insights about what to do in an acquisition

Buying a practice requires research, communication, and much, much more. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain essential ways for you to set the course for business acquisition success.
Business planning and continuity
‌

Author(s):

MDRT Podcast

MDRT Podcast

Featured in this audio

D. Kyle Atkins, CLU, CFP

D. Kyle Atkins, CLU, CFP

David Grau Jr., MBA