Resources
Transparency with Diana B.
Celebrity Estates: Wills of the Rich and Famous
Financial Advisor Success
WMRE Common Area Podcasts
Sponsored By: Wells Fargo Advisors Financial Network 
In this episode, David Grau Jr., president of Succession Resource Group, and John Williamson discuss the buying, selling, and transitioning of a practice. They dive deep into their 10-point plan for buying and selling books of businesses.
In this episode, you will learn:
- How COVID 19 has affected the buying and selling of books
- How becoming more technologically inclined can change your practice
- How to begin the process of finding a book of business to buy
- The biggest challenges that buyers and sellers face
- And more!
Tune in for insight about whether now is the right time to buy or sell a business.
Podcast: Be Ready to Be Ready (Podcast 1 of 3)
Podcast: Planning or Planning to Finish Well (Podcast 2 of 3)
0 comments
Hide comments
