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Acquisition + SuccessionDon't Bite the Hook
We’ll talk about some of the things you should be doing in your business to avoid the smoke and mirrors when it comes to valuation in this episode of Future Zeros.
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Acquisition + SuccessionTake the Fork in the Road
In this episode of Future Zeros, we talk about how important planning for the timing of your eventual exit is depending on the path you’re looking to take.
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Acquisition + SuccessionThe 80/20 Rule Works Because It’s Brutal
In this episode of Future Zeros, we’ll dive deeper into client segmentation and the 80/20 rule and how it impacts the bottom-line profit of your practice.
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Acquisition + SuccessionBook, Asset, or Practice Sale?
In this episode of Future Zeros, we'll look at the difference between buying/selling a book of business, a financial practice, and the assets of a business
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Acquisition + SuccessionWork In, On & With Your Business
Welcome to Future Zeros, a series focused on growing and monetizing your financial advisory practice with minimum risk and maximum value.