12 min listen
Smoothing out some complexities of business transition
FromMDRT Podcast
ratings:
Length:
14 minutes
Released:
Mar 1, 2024
Format:
Podcast episode
Description
How do you streamline the many challenges that occur as a business is acquired? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. share techniques they’ve learned to help minimize roadblocks and pursue success and happiness between buyer and seller.
Episode breakdown:
0:38 – Steps to simplify both quantitative and qualitative questions
3:07 – Best practices to retain clients after an acquisition
5:23 – How to figure out challenging timelines regarding payment
8:43 – Learning from internal and external acquisitions
10:12 – Considering certain compromises because of the size of a practice
Listen to the monthly series, MDRT Presents: @mdrtpresents
Episode breakdown:
0:38 – Steps to simplify both quantitative and qualitative questions
3:07 – Best practices to retain clients after an acquisition
5:23 – How to figure out challenging timelines regarding payment
8:43 – Learning from internal and external acquisitions
10:12 – Considering certain compromises because of the size of a practice
Listen to the monthly series, MDRT Presents: @mdrtpresents
Released:
Mar 1, 2024
Format:
Podcast episode
Titles in the series (100)
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