September 30th, 2016
succession
The Step By Step Guide On Succession Planning and Management for Home Office Leaders
Because it's much more than simply transitioning ownership of practices.
Future,
people,
relationship,
reputation,
responsibility,
Retirement,
Succession,
Tips,
valuation,
value,
Choice,
buying a book of business,
buying,
selling your practice,
selling,
selling a book of business
July 29th, 2019
Everything is going along as planned and then BAM, you have an offer to...
Future,
people,
process,
Succession,
Tips,
Transition,
veteran,
Business Continuity,
Business Continuity Planning,
selling your practice,
purchase agreement,
career,
Succession Planning & Management,
Fiduciary Obligation
June 17th, 2019
Continuity plans can come in a variety of forms. The most...
money,
Retirement,
Succession,
valuation,
value,
Business Continuity,
Business Continuity Planning,
buying a book of business,
buying,
selling your practice,
Succession Planning & Management,
selling,
selling a book of business
May 28th, 2019
Anecdotal stories on what the business up the road sold for should be...
Future,
Goals,
money,
Retirement,
Succession,
Tips,
Transition Planning,
valuation,
cash,
buying a book of business,
buying,
selling your practice,
Succession Planning & Management,
selling,
selling a book of business
May 15th, 2019
When it comes to our homes, businesses, or anything we’ve worked hard...
Goals,
Influencers,
Interviews,
learning,
mentor,
mentoring,
mentors,
people,
relationship,
Tips,
understanding,
veteran,
advice,
work-life,
balance,
career
May 07th, 2019
The Next 6 Lessons
empathy,
Future,
networking,
people,
relationship,
Tips,
understanding,
veteran,
compassion,
connection,
work-life,
stress,
balance,
Practice Management,
career
April 30th, 2019
The first 6 tips from three industry veterans
Future,
Goals,
growth,
money,
reputation,
Tips,
understanding,
Budget,
Building,
cash,
buying a book of business,
buying,
management
April 23rd, 2019
As the old saying goes, “it takes money to make money”. For many of...
Future,
Goals,
growth,
networking,
people,
Recruitment,
relationship,
Retirement,
Succession,
Team,
transfer,
Transition Planning,
Business Continuity,
Choice,
buying a book of business,
mergers & acquisitions,
work-life,
Practice Management,
career,
Succession Planning & Management
April 16th, 2019
Perfect doesn’t exist but we can always try to find what's perfect for ...
Future,
General,
Interviews,
learning,
people,
process,
relationship,
responsibility,
Technology,
Uncategorized,
understanding,
stress,
management,
innovation,
insurtech
April 09th, 2019
You’ve no doubt noticed that the digital economy is dramatically...
Take it for a spin! We'd love to show you how we can jump-start your home office succession planning and management dreams.
