Personal Information
Organização/Local de trabalho
Fort Collins, Colorado
Setor
Finance / Banking / Insurance
Sobre
Eighty20 Advisor's works with Financial Services Practice owners in the area of Succession Transactions and preparation. Retiring advisor's need to prepare their business and themselves for the monetization of their enterprise. Buyers need to be able to evaluate and structure a deal that will work for them as well as the seller. Highest price is not the only consideration - we guide the process and create the appropriate environment for a successful transaction.
Marcadores
fmo
succession planning
bd
acquisitions
succession
finance
insurance
imo
insurance practice acquisitions
financial practice acquisitions
valuation
concepts
importance
Ver mais
Apresentações
(3)Personal Information
Organização/Local de trabalho
Fort Collins, Colorado
Setor
Finance / Banking / Insurance
Sobre
Eighty20 Advisor's works with Financial Services Practice owners in the area of Succession Transactions and preparation. Retiring advisor's need to prepare their business and themselves for the monetization of their enterprise. Buyers need to be able to evaluate and structure a deal that will work for them as well as the seller. Highest price is not the only consideration - we guide the process and create the appropriate environment for a successful transaction.
Marcadores
fmo
succession planning
bd
acquisitions
succession
finance
insurance
imo
insurance practice acquisitions
financial practice acquisitions
valuation
concepts
importance
Ver mais