The Management Series
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Brokerage Business
Selling the Firm
To a Successful Brokerage Sale or Acquisition
by Rob Lieblein

Any seller or buyer can benefit from a refresher on the key concepts to help you execute a successful transaction.

ONE—Hire Your Next Acquisition

...
A formula to help you decide.
by Rob Lieblein

To be, or not to be: that is the million dollar question. Whether ’tis nobler in the mind to continue managing the firm and suffer the slings and arrows of outrageous business ...

Here is how to approach the decision.
by Rob Lieblein

How often has a client come to you and said, “My situation has changed and I need to reevaluate my insurance package”?

What? You got such a call just yesterday?...

Goodwill + MUM = Successful Deal
by Rob Lieblein

 Deal killers hide like thieves in the night. From a deal that takes too long to a greedy seller to cultural mismatches, deal killers give investment bankers fits. “Doubl...

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