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Reminiscing About the Future : 20 Years in the Making

Reminiscing About the Future : 20 Years in the Making

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Business Growth, Business Value, Next Generation, Sustainability, Building Your Team, Enterprise
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How to Craft a Winning Acquisition Inquiry

How to Craft a Winning Acquisition Inquiry

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Acquisition, Buying & Selling, Open Marketplace
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Alternatives to a Traditional Acquisition

Alternatives to a Traditional Acquisition

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Acquisition, Buying & Selling, Mergers, Continuity, Sustainability, Equity Pathways
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The Importance of Human Capital – A Founder's Perspective

The Importance of Human Capital – A Founder's Perspective

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Business Growth, Enterprise Strength, Next Generation, Building Your Team, Equity Pathways
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There Has Never Been a Better Time to Sell

There Has Never Been a Better Time to Sell

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Selling Your Practice, Deal Structure, State of the Market, Open Marketplace
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"Sustainability and the Future of the Profession" – NEW FPT article in Journal of Financial Planning, July 2018

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FPT in the News, FPA, Sustainability
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