Continuity Planning, a Manager’s Perspective | Shehab Mohammad
My Succession
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!
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A Next Gen’s Perspective on an Internal Transition | Autumn Soltysiak
My Succession
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!
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Business Acquisition Done the Right Way | Aaron Titze
My Succession
Today we're joined by Aaron Titze, Certified Financial Planner and founding partner of GT Financial Advisors, LLC.
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Acquisition: Understanding the Dynamics | Mike Webb
My Succession
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!
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Continuity Planning: What you Need to Know | Jennifer Moore
My Succession
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!
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Continuity: A Complicated Problem with a Simple Solution | Jim Spina
My Succession
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!
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OSJ Acquisition | Shehab Mohammad
My Succession
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!
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Welcome to My Succession!
My Succession
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!
info_outlineToday 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!