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No. 3: A New Book!
Early in my career, I had many opportunities to get up on stage and present 60 minute informational sessions to audiences of anywhere from 10 to 100 professional service owners and tell them what I knew about business value and valuation, selling to a third-party, and succession planning. In hindsight, I was learning and teaching…
No. 2: A Bit of History
In the late 1990s, in my first years as a private securities attorney, I received a call from an RIA (Registered Investment Adviser) in my area and he said, effectively, “I need to wrap things up here. I have a nice little practice with about $50 million in AUM (Assets Under Management), I earn almost…
No. 1: Welcome to the Blogs!
Let’s get started, shall we. Most blog posts that I read are intended to be a one-way conversation. The writer tells you what he or she thinks and you can read it or not. Hopefully you learn something new. I want my blog posts to be more of a conversation starter. After reading, I hope…
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