Matt discusses the importance of transparency and open communication in client relationships during the transition process and the value of being involved in all aspects of the business.
Justin shares the decision points when considering succession or sale of an advisory firm and how potential sellers can maximize their value.
Alaska, California, Colorado, Hawaii, Idaho, Montana, New Mexico, Nevada, Oregon, Utah, Washington, Wyoming
Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia (north)
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NORTHERN VIRGINIA
Divisional Manager | Home Base: Oaks, PA
CENTRAL & SOUTHERN VIRGINIA
Divisional Manager | Home Base: Lookout Mountain, TN
NORTHERN VIRGINIA
CENTRAL & SOUTHERN VIRGINIA