Here at Beck Bode, we have grown our firm both organically, meaning one client at a time, as well as through acquisition. While buying other financial practices, we have learned a few lessons the hard way, and others by developing a thoughtful and intentional process. We thought we’d share with you some of the real-world wisdom we have gained in the school of hard knocks. You can read a hundred books about business, but nothing beats learning it through experience. Whether you are a buyer or a seller, we hope you glean some valuable tips here:
