client success story: maximizing price, maximizing taxes

[Client-Success-Story]-Seller-Advocacy---Maximizing-Price,-Maximizing-Taxes

 

Financial Advisor, Alan Kolnik, looked to retirement as a way to travel and spend more time with family. With a selling focus on receiving the highest value for his practice, Alan hired SRG. Through the Seller Advocacy Program, Alan was able to maximize his selling price and also maximize taxes in his deal terms.

Download the Client Success Story to learn more.