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Price, Not Value, Is a Product of Negotiation
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Sell and Stay Strategy
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Continuity Partner Matching - A Benefit of EMS™
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Enhancing Successor Traits as a Woman in Wealth
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M&A Mid-Year Market Update (2022)
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Applying Our Own Advice to Ourselves, Not Just Our Clients
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4 Tips for Building a Strong Foundation
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LLC vs. Corporation - Which Entity Structure Fits Your Goals?
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Key Performance Indicators (KPIs) - What and How To Leverage
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11 Places to Find Top Talent
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(Tech) Stacked for Growth
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Mark, Measure, Monitor and Master KPIs to Maximize Growth, Profit, and Value
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Tips for Increasing Firm Value
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Elements of A Winning Recruitment Strategy
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Continuity is Not Succession
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Lending for Successors: What Advisors Need to Know
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Solutions to the Advisor Marketing Yo-Yo Effect
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Are You Ready for Ownership?
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10 Reasons to Value and Monitor Your Practice
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Selling Your Practice, One Chance to Do it Right
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Independent Advisors Will Unlock the Future (If They Can Hold Onto the Keys)
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Purpose, Perspective, Premise — the Three Ps of Business Valuation
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Components of a Deal
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Your Transition Team & Nonadvocacy Support
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Asking Your Boss for Ownership
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Is Mediation for Your Deal a Good Investment?
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Gaining Peace of Mind: Tips for Selling Your Practice
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Plotting Your Exit
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3 Job Interview Questions Next Generation Advisors Should Be Asking
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8 Considerations for Your Merger Strategy
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An Unsolicited Offer to Buy - Is It Time To Sell?
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Creative Acquisition Approaches
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Securing Value for Your Future
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If At First You Don't Succeed (book excerpt)
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Which Exit is Right for You?
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The Perfect Fit
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Defining Your Enterprise: What Are You Building
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5 Common Compliance Mistakes
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Succession Planning in the Family: Simple or Difficult?
Internal Succession and Equity
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The Push & Pull: Drivers of Succession Success
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Is Your Business Ready for the Road Ahead?: Strategies for Organizational Growth
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Book Review: Successful Hiring for Financial Planners by Caleb Brown CFP
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What Makes a Successful Buyer: A Client Success Story
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Thriving from the Other Side of Selling
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A New Goal for a New Generation
Next-Gen
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A Green Paper for Financial Advisors
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Another Dimension to Transition
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Preparing to Sell Your Practice
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Key Successor Traits
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Buyer Benefits of Sell and Stay® Transactions
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Structuring Ownership Compensation
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Selling Your Practice on the Open Market (Process Overview)
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Preparing Yourself (and Your Boss) for Ownership
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The Three Pillars of a Successful Advisory Business
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Compensation
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Maximizing Business Growth Through Benchmarking
Valuation and Benchmarking
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Preparing for Success in the M&A Arena: Pre-Qualifying for Bank Financing
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Monitoring the Health of Your Business with Annual Checkups
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The Importance of Human Capital: A Founder's Perspective
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Harnessing the Power of Mergers
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Preparing for the Next Tranche in Your Succession Plan
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Next-Gen
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G2 Perspectives: Advice for Next-Generation Owners
Next-Gen
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Impact of Consolidation
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Next-Gen Impact
Next-Gen
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The Four Greatest Opportunities for Financial Advisors
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Top 10 Drivers of Business Value
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6 Steps to Creating an Effective Continuity Plan
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Shared Risk/Shared Reward: Financing Your Deal
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Continuity Now: Don't Leave Your Business Unprotected
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Controlling What You Can, Learning from What You Can't
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Entrepreneurs Need Intrapreneurs
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The Dangers of Napkin Negotiations
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Deal Structure and Documentation
Acquisition
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How to Successfully Inquire on the Open Market
Acquisition
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Elevating a Legacy: A G2 Success Story
Internal Succession and Equity
Enterprise Growth
Next-Gen
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Considering Key Staff During the Sale of Your Business
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Next-Gen
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Top 6 Ways to Grow Your Business
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Acquisition
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Financing for Successors
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Next-Gen
Compensation
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Structure, Sustainability, and Acquisition Strategy
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Rights and Obligations of Equity Ownership
Next-Gen
Internal Succession and Equity
Compensation
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Your Catalyst for Growth: Focus on Your Team
Sustainability
Next-Gen
Enterprise Growth
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Business Factors Supporting Growth & Resilience
Sustainability
Enterprise Growth
Valuation and Benchmarking
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Ship vs. Liferaft: What are You Building?
Entity and Business Structure
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7 Acquisition Tactics You Can Implement Today
Acquisition
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Accessing the Next Stages of Growth
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Next-Gen
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Closing the Succession Gap
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Reminiscing About the Future: A 20 Year View
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Next-Gen
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Technology and Value
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Mergers - A Nontraditional Growth & Acquisition Strategy
Mergers
Acquisition
Exit Planning
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The Two Biggest "What If"s of Internal Succession Planning
Internal Succession and Equity
Compensation
Deal Structure and Documentation
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Benefits of Synthetic Equity for Next-Generation Professionals
Next-Gen
Compensation
Internal Succession and Equity
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Predatory Buyers
External Sale
Deal Structure and Documentation
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There Has Never Been A Better Time to Sell
External Sale
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Deal Structure and Documentation
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Building the Right Team to Support Your Business Priorities
Next-Gen
Compensation
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Buyer and Seller – Finding the Perfect Match
External Sale
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The Rolling 5-Year Plan: Solving Succession Challenges
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