NAPFA Thought Leadership

2 Minutes on BrightTALK: Succession Planning as the Buyer

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  • Jun 18 2013 Duration: 2 mins

Presented by

Roger Pine, CFA, CFP®, Financial Advisor at Briaud Financial Advisors

About this talk

As someone who is buying into a business, what kind of questions should you ask? What should you be prepared for? Roger Pine of Briaud Financial Advisors learned through experience and shares what you should and should not do.

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Available on demand