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    How to Get Your Business in Order Before Buying or Selling
    Business Development

    How to Get Your Business in Order Before Buying or Selling

    written by Surge Business Consulting

    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
    How to Get Your Business in Order Before Buying or Selling was last modified: November 19th, 2021 by Surge Business Consulting
    June 21, 2021
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  • Business Development

    Tomorrow, Today: The Future of Financial Services

    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…

    9 LinkedIn Facebook Twitter
  • Business Development

    Cybersecurity: Tips for Protecting Client Data

    by Surge Business Consulting February 7, 2019

    Cybersecurity is more about your risk tolerance. Your clients’ personal information is the currency of the digital world. Everything runs on data. Companies like Amazon, Facebook, and Google thrive because of the…

    7 LinkedIn Facebook Twitter
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