Reese on Three Keys For Clients Selling Professional Practices

As part of Wealth Solutions Report’s Liquidity Events series, Reese and Sam Brownell, Founder of Stratus Wealth Advisors, share what they believe are the top issues for advisors whose professional practice owner clients are approaching the sale of a business.

Doctor, lawyer and dentist are in a special category of owners of professional practices that demand unique financial strategies, especially as they look to sell their businesses.

Read the article here!

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