Purchasing Practices Part 3: The Capstone With Joe Prestigiacomo, CFP® (Ep. 70)
Dear Rochester, Retire Well
English - October 25, 2023 11:00 - 31 minutes - 29 MB - ★★★★★ - 17 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
What information and documents do you need to make a real offer when buying a financial practice? In this episode, David Pulcini and Joe Prestigiacomo from Six Point Financial Partners end off the Purchasing Practices series by outlining the various documents they need in order to buy a practice. They discuss why the training 12 …