Posts in Uncategorized

by Compass Acquisitions
July 19, 2023

Structuring the Sale of Your Financial Advisory Business: Capital Gains vs. Ordinary Income

Introduction:When contemplating the sale of your financial advisory business, it is crucial to consider the tax […]
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by Compass Acquisitions
July 1, 2023

Introduction to buying and selling your financial advisor or insurance business

Introduction:In the fast-paced world of finance, change is inevitable. Whether you’re a financial advisor looking to […]
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