3min chapter

Retirement Tax Services Podcast cover image

Tax thoughts for buying a practice with Jonathan Bird

Retirement Tax Services Podcast

CHAPTER

How to Find a Practice for Sale

I get questions about this all the time there's a lot of advisors who are fascinating this as an idea but just don't know where to start or how to think about that. So I did buy a practice last year but I the way it came about was was unusual And that I started a separate business that was running kind of concurrently to my advisory firm. We're really excited about being able to connect taxpayers to advisors who are going to help them But with a lot let's start with the practice acquisition side talk a little bit about what you know why you went down that road.

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