Keeping What You Bought

John Turner from Live Oak Bank and Luke Acree, President of ReminderMedia, share strategies for ensuring that critical client relationships transition along with ownership of the business.

Who should watch:

  • Advisors who have clients who are business owners and want to provide expanded services to them.
  • Potential sellers who want to manage the risk of the transaction for themselves ensuring they get and keep top dollar for their practice.
  • Potential buyers who want to ensure the business they are buying will provide the planned benefit that was estimated at the start of the deal.