How do you streamline the many challenges that occur as a business is acquired? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. share techniques they’ve learned to help minimize roadblocks and pursue success and happiness between buyer and seller.Episode breakdown:0:38 – Steps to simplify both quantitative and qualitative questions3:07 – Best practices to retain clients after an acquisition5:23 – How to figure out challenging timelines regarding payment8:43 – Learning from internal and external acquisitions10:12 – Considering certain compromises because of the size of a practiceListen to the monthly series, MDRT Presents: @mdrtpresents