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Testimonial Video – Barbara Behan
Barbara Behan Tips
Successful Succession and the 3 options available to you
Podcast – How automation tripled my broking business, and how it can triple yours – Episode 192
Podcast – Legal Issues when Buying or Selling a Business – Episode 42
Financial Planning Psychometric Benchmark Result
Podcast – How automation tripled my broking business, and how it can triple yours – Episode 192
Podcast – Tips for Buying and Selling Financial Planning Practices – Episode 198
Podcast – How to Buy an Accounting Practice – Episode 48
Settled regulatory landscape boosts M&A confidence
Benefits of Combining Accounting with Financial Planning
Licensees stifling practice acquisitions over compliance concerns
Warranties in a Contract of Sale
Warranties – Checklist
Legal Series : Heads of Terms / Heads of Agreement Video
What is my Business Worth ?
Top 5 Ways to exit a Financial Services Business
5 Key Legal Issues
Mistakes Vendors Make
Benefits of Combining Accounting with Financial Planning
Register as a Buyer
Why are some buyers more successful than others?