M&A Mastermind: Smart Strategies for Growth
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Have you been thinking about buying another practice to fuel your growth? Or maybe you've heard about tuck-ins-bringing in smaller advisors to scale quickly. Either way, growing through M&A might sound like the perfect strategy... but how do you actually make it work?
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Exit Planning Strategies
2023-05-09 • 1 minute video

“A change imposed is a change opposed.” - Spencer Johnson

If you wish to exit your business in 10 years or less, it might be the right time to start involving your team in planning the transition!

If your employees know what to expect, they are likely to be more supportive and remain in the business after your exit.

Play this short clip from the Always On podcast to learn more about the importance of involving your employees in the exit planning process. Stream the entire episode, or download and save it for later, by clicking here

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