If you are an advisor looking to monetize your firm or book of business, you are belle of the ball — and it’s become a big ball. Take your time to get aligned and understand your options, but don’t forget that there is a pace and a rhythm to the dance.
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Corey Kupfer is an expert strategist, deal-maker, and business consultant with more than 35 years of professional negotiating experience as a successful entrepreneur and attorney.
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