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Acquiring a Financial Practice? Avoid These Common Points of Contention
For anyone who has siblings, or is raising siblings, you might be familiar with the “Fair Share” tactic. Two siblings...
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Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...
From educational webinars to hands-on checklists, we've curated content specifically for advisors to value, grow, protect and/or sell their business.
For anyone who has siblings, or is raising siblings, you might be familiar with the “Fair Share” tactic. Two siblings...
Many companies have spent significant time and effort in recent years to move away from the traditional...
Hiring and retaining talented employees is a top priority for most business owners. Effectively doing so has become...