Dear Rochester, Retire Well

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Purchasing Practices Part 3: The Capstone With Joe Prestigiacomo, CFP® (Ep. 70)

What information and documents do you need to make a real offer when buying a financial practice? In this episode, David Pulcini and Joe Prestigiacomo from Six Point Financial Partners end off the Purchasing Practices series by outlining the various documents they need in order to buy a practice. They discuss why the training 12 … Read More Read More

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