Establishing clarity for acquisition successÂ
Million Dollar Round Table (MDRT)
OCTOBER 10, 2023
Kyle Atkins, CLU, CFP What we found from experience, having done one acquisition and working on two others now, is to make sure we’re clear as to what the current owners are trying to achieve. ” Then if we know the whys, we can help build the exit strategy and/or the merger strategy to where everything works together.
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