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    surge business consulting blog - continuity and succession planning
    Business Development

    How to Get Your Business in Order Before Buying or Selling

    by Surge Business Consulting June 21, 2021
    written by Surge Business Consulting

    Updated September 20, 2023, at 11:54 AM

    Whether you’re looking to buy a firm or thinking about retirement and selling your firm, the work begins well before you “put the word out.”

    Think about this, before you begin to paint a room in your house, there are numerous tasks to accomplish before opening the first can of paint. Before you can actually start painting, you have to purchase the paint and supplies, clean the area, scrape and sand, repair holes, tape off areas to protect from unwanted paint, and put down tarps. All this prep work is why professional painters are in such demand!

    Continue Reading
    June 21, 2021
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  • Business Development

    Tomorrow, Today: The Future of Financial Services

    by Nicholas Ross February 28, 2019
    by Nicholas Ross February 28, 2019

    The future of financial services is here. It simply hasn’t been widely accepted yet. A usual laggard to innovation, financial services is drastically evolving. Looking back a year, every advisor can construct …

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  • Business Development

    How to Turn One Dollar into Seven Dollars

    by Surge Business Consulting December 17, 2018
    by Surge Business Consulting December 17, 2018

    It’s estimated that for every $1 of assets managed for business retirement plans, another $7 in assets are available for the right advisor to capture. No reader will turn down this return …

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