Buying a practice requires research, communication, and much, much more. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain essential ways for you to set the course for business acquisition success.

Episode breakdown:

0:35–Dedicating the necessary time for each step in the process
2:55—Developing simplicity and know-how
3:18—Establishing both clarity and cultural fit
5:11—Asking questions and listening, just as you would with a client
7:44—Adapting when a seller changes their mind about something

Listen to the monthly series, MDRT Presents: @mdrtpresents