Personal goodwill is opening up M&A for employee advisors

Jan 14, 2025

Bankers and lawyers are using personal goodwill sales to help W-2 and 1099 advisors monetize their practices at capital gains tax rates rather than ordinary income.

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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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