Last week our president and founder, David Grau Sr., JD, joined BMO Global Asset Management’s Better Conversations. Better Outcomes. Podcast to discuss buying or selling financial advisory practices. The 30-minute podcast explores:
- How to prepare to buy or sell,
- The current acquisition marketplace,
- How to be a qualified buyer,
- How to assemble a team to help you through the process,
- And what success looks like from both buyer and seller perspectives.
Podcast is also available through iTunes and Google Play.