TITLE

Doing Due Diligence

AUTHOR(S)
CASE, INGRID
PUB. DATE
October 2008
SOURCE
Financial Planning;Oct2008, Vol. 38 Issue 10, p103
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article presents pieces of advice from David Urovsky, owner of the financial planning firm Wealth Advisors Group, on buying a planning firm. Urovsky says he wanted to have more clients so he bought another planning practice. He offers suggestions for those who want to buy a planning practice which include considering firms with systematized practices. It is noted that experts suggest that buyers should look for policy and procedure manuals and a clear employee training process.
ACCESSION #
34625991

 

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