Seller One-on-One

In this webcast, David Grau Jr., President of Succession Resource Group interviews past client Kathy and her assistant Heidi, who recently sold her practice. Kathy shares insights regarding how and why she decided to sell her business when she did, what worked well and what she would do differently, and her recommendations every advisor should be thinking about regarding their eventual transition out of the industry.

Succession Resource Group Seller Advocacy Success Story

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