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Smoothing out some complexities of business transition
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
MDRT Podcast
MDRT Podcast
in MDRT PodcastMar 1, 2024

Smoothing out some complexities of business transition

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.
Business planning and continuity
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Author(s):

MDRT Podcast

MDRT Podcast

Featured in this audio

D. Kyle Atkins, CLU, CFP

D. Kyle Atkins, CLU, CFP

David Grau Jr., MBA