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Resources

Growth Through Transition

Business Transition Solutions and Oak Street Funding

Podcast Information:

Description: Watch Susie McEuen, VP Strategic Markets Sales at Oak Street Funding, and Dennis Leininger, President of Business Transition Solutions, as they share ideas for growth and transition for financial advisor practices. They discuss looking internally before buying and selling, tips for a smooth transition, and how to minimize risks.

  

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Meet the Speakers

Susie-McEuen_Speaker-Template

Susie McEuen

VP Strategic Markets Sales, Oak Street Funding

Dennis Leininger_Speaker Template

Dennis Leininger

President & Founder, Business Transition Solutions

Highlights from the Episode:

Susie McEuen - Team Members Module (2)-1

What should be included in a purchase agreement?

Susie McEuen, VP Strategic Market Sales

Dennis Leininger - Team Members Module

Tax implications of buying or selling a business

Dennis Leininger, President

Related Resources

5 Tips for Business Transition Planning

How to Grow Your Financial Advisory Firm in Turbulent Times

The Importance of Leadership in M&A Transactions

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