Staging Your Business For a Sale: THREE Important Areas

Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A

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Considering a Move to a New Financial Advisor Firm? This webinar is designed for financial advisors contemplating or navigating a firm transition. Industry veteran Duncan MacPherson, CEO of Pareto Systems, will guide you through the key considerations for a smooth transition for you and your clients.

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Staging Your Business For a Sale: THREE Important Areas

2021-10-06 • 1 min video

This video is an excerpt of Duncan’s recent “How to Sell Your Business for $10,000,000… or more” webinar. Watch the full recording on Pareto Academy: https://paretoacademy.com/recorded-webinars.html

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