Buying, Selling, or Transitioning Your Business: An Attorney’s Advice

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Expert industry attorney Corey Kupfer offers advice to all advisors, whether considering change or not, including perspectives on contractual obligations and potential landmines one might encounter in a move, plus how to prepare your business for change, with actionable best practices to adopt today.

Episode metadata supplied by the publisher feed · Published Jun 13, 2024

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Buying, Selling, or Transitioning Your Business: An Attorney’s Advice

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