Preparing for Succession: What Made Selling the Right Path for this $2B Firm

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Kevin Myeroff shares how he built a $2B firm, the process of planning for succession and ultimate decision to sell NCA Financial Planners to Sequoia Financial.

Episode metadata supplied by the publisher feed · Published Oct 13, 2022

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Preparing for Succession: What Made Selling the Right Path for this $2B Firm

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