Expert insights about what to do in an acquisition

What this episode covers

Buying a practice requires research, communication, and much, much more. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain essential ways for you to set the course for business acquisition success. Episode breakdown: 0:35–Dedicating the necessary time for each step in the process 2:55—Developing simplicity and know-how 3:18—Establishing both clarity and cultural fit 5:11—Asking questions and listening, just as you would with a client 7:44—Adapting when a seller changes their mind about something Listen to the monthly series, MDRT Presents: @mdrtpresents

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Frequently Asked Questions

How long is this episode of MDRT Podcast?

This episode is 10 minutes long.

When was this MDRT Podcast episode published?

This episode was published on October 2, 2023.

What is this episode about?

Buying a practice requires research, communication, and much, much more. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain essential ways for you to set the course for business...

Can I download this MDRT Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.