Archive for November 2016
Being Grounded In Your Succession
Being Grounded In Your Succession Last December I flew to San Deigo to renew my qualifications as a Certified Exit Planning Advisor or CEPA. As part of the preparation for the course, I had a couple of specialist books to read, one of which quoted the poem by Michael Josephson called ‘What Will Matter’. The…
Read MoreSecuring a Successful Transaction is so much more than Simply Finding a Buyer
Securing a Successful Transaction is so much more than Simply Finding a Buyer With most practice transactions taking place off market and without the services of a practice broker, we are bound to find some parties who felt the transaction was a success, whilst others will no doubt have wished the outcome was better. The…
Read MoreWhy Planning for Your Platinum Years or Third Act is a Must
Why Planning for Your Platinum Years or Third Act is a Must We are often asked why the baby boomers have yet to depart their firms. In the professional services industries, there has been much anticipation since the late 1990’s for this time to arrive, and that time is well and truly with us now.…
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