The Keys to Successful Practice Acquisitions for Advisors and Accountants
October 7, 2021 | By Elite Resource Team
Financial Advisors
A great growth strategy should be made up of both organic growth (client referrals, CPA intros, etc.) and non-organic growth (acquisitions). Whether your looking to buy or sell (a piece or all), this is a must-listen to interview about the tremendous opportunity that currently exists due to shifting demographics and market conditions.
During this interview, Anton Anderson, Jena Wilson, and Todd Steinberg pull back the curtain on deals. The good, the bad and the ugly.