A familiar adage states, “It’s not what you make, but what you keep.” We agree.
Join our team of experienced consultants as well as renowned industry expert, David Grau Jr., for a 30-minute discussion that will highlight how to keep more of what you receive when selling your practice.
We will discuss:
1.) Why most advisors fail to consider tax impacts when selling their practice
2.) Which strategies are more tax efficient than others
3.) How to make SuccessionFlex® work for you