Added on May 2018 in M&A Issues
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Summary: Learn how to uncover your own strengths and values, and how they impact your decision-making and communication with a certified coach. Then, measure the strength of your alignment with your matches using the compatibility assessment tool and explore the implications in a joint facilitated session.
Added on May 2018 in M&A Issues
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Summary: Deciding whether and when to sell your firm is a painfully poignant and often existential decision for many RIA principals. Tony Whitebeck, CEO of Key Management Group along with Todd Doherty, Director and M&A Coach at Key Management Group, share their perspective and explore 5 reasons to consider selling your firm.
Added on May 2018 in M&A Issues
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Summary: Deciding whether and when to sell your firm is a painfully poignant and often existential decision for many RIA principals. Tony Whitebeck, CEO of Key Management Group along with Todd Doherty, Director and M&A Coach at Key Management Group, share their perspective and explore 5 reasons to consider selling your firm.
Added on April 2018 in M&A Issues
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Summary: Join us for a webinar on April 19, 2018 at 1:00 PM EDT.
Added on April 2018 in M&A Issues
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Summary: Deciding whether and when to sell is a painfully poignant and often existential decision for many RIA principals. Join us on April 19 at 1pm ET as Tony Whitbeck, CEO of Key Management Group along with Todd Doherty, Director and M&A Coach at Key Management Group, share their perspective and explore 5 reasons to consider selling now.
