Michael Yoder · Financial Advisor Success · Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder
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Placed an ad on Succession Link, filtered ~20 responses, vetted candidates, and transferred a segment of the client book to a trusted buyer
“If you're doing something like a spousal transfer for stamp duty purposes, or even a related party transfers such as selling to a trust, you may want a low valuation to reduce the amount of stamp duty payable.”
“You can use the rollover relief, and you can transfer the assets... into a company, into a unit trust. That will help you avoid the 30% minimum tax on discretionary trusts”
“Buyers are looking for good quality clients, a well-run practice and a team that continues post-sale because they have existing relationships with the clients.”
“Buyers look for good quality clients, a well-run practice and a team that continues post-sale because they have existing relationships with the clients.”
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