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HTGI 054: Case study: I bought a practice with no money down that was cash flow positive almost immediately

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When? This feed was archived on July 22, 2020 02:08 (3+ y ago). Last successful fetch was on April 16, 2020 14:35 (4y ago)

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Manage episode 172334535 series 1155190
Content provided by Sean Kernan, Sean Kernan: CFP, and Independent Financial Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sean Kernan, Sean Kernan: CFP, and Independent Financial Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Summary

I took over a business from a colleague last year that has worked out very well for both of us so far (as well as the clients I now serve). The existing relationship I had with the seller allowed us to quickly and smoothly come to terms on a mutually beneficial arrangement. Listen to the details, which included NO down payment and tax advantaged payments for me.

Have questions about this episode or questions about going independent?

Shoot me an email at sean@indyFA.com

Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

  continue reading

100 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on July 22, 2020 02:08 (3+ y ago). Last successful fetch was on April 16, 2020 14:35 (4y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 172334535 series 1155190
Content provided by Sean Kernan, Sean Kernan: CFP, and Independent Financial Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sean Kernan, Sean Kernan: CFP, and Independent Financial Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Summary

I took over a business from a colleague last year that has worked out very well for both of us so far (as well as the clients I now serve). The existing relationship I had with the seller allowed us to quickly and smoothly come to terms on a mutually beneficial arrangement. Listen to the details, which included NO down payment and tax advantaged payments for me.

Have questions about this episode or questions about going independent?

Shoot me an email at sean@indyFA.com

Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

  continue reading

100 episodes

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