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.
May 12th, 2020
In this guest blog, Afsar Shah, B.A., LLB, Business and Regulatory Coach...
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 comprehensive...
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,
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....
Future,
Retirement,
Succession,
Transition,
Transition Planning,
advice,
Business Continuity,
Choice,
management,
selling your practice,
career,
Succession Planning & Management
March 19th, 2019
It's inevitable that one day you will need to leave your practice behind....
Future,
growth,
Industry,
jobs,
mentor,
mentoring,
mentors,
networking,
people,
process,
Recruitment,
Succession,
Team,
Transition,
Transition Planning,
Business Continuity,
connection,
Practice Management,
career,
Home Office,
Talent Acquisition,
Succession Planning & Management
March 12th, 2019
Industry leaders are becoming more aware of the power of gaining insights...
Take it for a spin! We'd love to show you how we can jump-start your home office succession planning and management dreams.
