OSJ Acquisition | Shehab Mohammad


Manage episode 212504603 series 2345038
Зроблено Advisor Group і знайдено завдяки Player FM та нашій спільноті. Авторські права належать видавцю, а не Player FM, і аудіоматеріали транслюються безпосередньо з сервера видавця. Натисніть на кнопку Підписатися, щоб слідкувати за оновленнями в Player FM або скопіюйте і вставте посилання на канал до іншої програми для подкастів.

Today we're joined by Shehab Mohammad, a Managing Executive at Royal Alliance and President & CEO of NWF Advisory Group, headquartered in Los Angeles, California.

During our conversation, Shehab shares the ins & outs of acquiring an OSJ and advisory businesses. He explains the hurdles that have to be overcome by both a buyer and a seller, including emotional considerations. Shehab continues with his experiences and shares what has made the difference in making his acquisitions successful.

Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more!

Visit mysuccessionplan.com for additional information!

8 епізодів