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From $1Million/month to $1Million/year \- timing matters in selling your business

From Thought Leader Series
Added on December 2022 in Thought Leadership
0 visitor like this article | Viewed 230 times | 0 comment

SummaryIf you had a business that was doing ok, then had a surge in business, how would that impact selling your business?

Fostering Innovation and Change

From Advisor Perspectives
Added on November 2022 in Thought Leadership
0 visitor like this article | Viewed 304 times | 0 comment

Summary: My favorite thing about teaching amazing young students who are eager to learn is that every chance I have to share something, I get something in return. It’s truly a gift to me.To foster change, innovation and open-minded attitudes, consider the following.

How To Stand Out As a Buyer [VIDEO]

From Thought Leader Series
Added on November 2022 in Thought Leadership
1 visitor like this article | Viewed 337 times | 0 comment

Summary: How Stand out As Buyer [VIDEO: 1 min 26 sec]  

‘With 50 Buyers to every 1 seller, here are 3 ways you can stand out from the competition’
Mark Elzweig President, Mark Elzweig Company, LTD.

Mark has 30 plus years experience helping advisors at wirehouse, regional, independent and RIA firms to make strategic career decisions.

How to Communicate With Clients During a Transition

From ThoughtLeader Series
Added on October 2022 in Thought Leadership
1 visitor like this article | Viewed 357 times | 0 comment

Summary: In this article, I break down some of the material that I believe can be valuable when speaking to clients about a move. Starting with the distribution methods then getting into the subject matter. 

The Behavioral Side of M&A

From Other Ideas - ThoughtLeader Series
Added on October 2022 in Thought Leadership
4 visitors like this article | Viewed 405 times | 0 comment

Summary: There are many indicators that reveal the potential success of an M&A transaction, but the best and most critical clues are revealed on the behavioral side of the deal.

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