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Finding the Perfect Fit for a Practice TakeoverFinding the Perfect Fit for a Practice Takeover
David Walker, partner at Baird Wealth Strategy Group, took the leap and purchased an established practice with surprising results.
June 15, 2024
Sponsored by United Planners Financial Services
Listen in as David shares his experience with a sell-and-stay agreement and the unexpected upsides of working with a seller who stayed on board.