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Podcast: Planning or Planning to Finish WellPodcast: Planning or Planning to Finish Well

If you were unable to run your advisory practice for the short- or long-term, would your clients and employees be well cared for during that time?

May 29, 2020

 

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John Williamson and Dennis Leininger are back to discuss the buying, selling, and transitioning of a practice. In this episode, they focus on the importance of having a continuity plan in place and how to create one.

In this episode, you will learn:

  • Why business owners need to have a continuity plan

  • Why it’s not necessary to be an exact match with your continuity partner 

  • Some of the legalities involved in selling a practice

  • The importance of communicating with clients

  • And more!

Tune in now as John Williamson and Dennis Leininger discuss how to create your continuity plan.

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Podcast: Be Ready to Be Ready (Podcast 1 of 3)

Podcast: Trends in Book Buying and Continuity Plans (Podcast 3 of 3)