Internal deals typically involve a higher level of knowledge and awareness of how the practice is structured and operates among both transaction parties.
Ironstone's Andrea Schlapia explains why all advisory firms should take one day a month to close their doors to clients and solely work on the business instead of in the business.
To power the new service, Chalice acquired Succession Link, an online matching service for M&A deals and formed a partnership with Oak Street Funding, a non-SBA lender.
Micah Shilanski transitioned from working 70-plus-hour workweeks to refining his practice down to the point where he can service all of his 160 clients while being in the office only four months of the year.
