The FindBob Blog
We cover expert tips from FindBob's insurance & financial advisor and enterprise customers, growth how-to's and tips for practitioners across North America. We hope you find something interesting to read, watch and share.
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...
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 for,...
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 us,...
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 us....
March 26th, 2018
If you're relatively new to the industry, there are two ways to grow...