The Rise of Transition Planning: Protecting and Enhancing the Future of Your Business
In this guest blog, Afsar Shah, B.A., LLB, Business and Regulatory...
8 Continuity Plan Questions You Need to Answer
Continuity plans can take many forms but here are the top 8 things to...
5 Basic Principles of Valuation
There are five basic principles to creating an accurate valuation for...
5 Tips for Finding the Perfect Partner
Finding the right partner can be difficult but not impossible if you...
Selling a Book of Business - What You Need to Know
Selling an insurance practice comes with emotional, financial, and...
Closing the Advisor Intelligence Gap
Using data gathering and analysis to better make decisions at the...
