Acquiring a Business

Acquisitions can be dangerous if advisors do not consider the needs of the clients being transferred!

If you are an advisor looking to acquire a business, we encourage you to play the short clip below.

In this short clip from the most recent episode of Always On, guest Tyson Ray highlights a key challenge of acquiring a business and how clients can be left out of the process.

Stream the entire episode here: paretosys.co/AODM_ep40