Dec 6, 2022

InvestmentNews: 4 keys to preparing your firm for a transaction

Group of finance professionals gathered around a desk, discussing some paperwork and graphs

Shoring up your practice not only makes your firm a better place to work, but it also readies it to weather the storm in the event you have a health setback and can’t work, and it prepares it just in case the ideal opportunity comes along and an outside entity wants to partner with you. In his November 30th, 2022, practice management column for InvestmentNews, Allworth Co-CEO Scott Hanson gives readers four things to do to help make certain their practice is running on all cylinders.

Read the full article at InvestmentNews.