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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Manage episode 492356028 series 2815497
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Key Topics Covered:
-What buyers can do to become “preferred” with intermediaries and sellers.
-Timeline expectations from LOI to purchase agreement.
-How financing, compliance, and legal factors can stall (or kill) deals.
-Why CRM/data integration is often overlooked - but critical.
-The power of clear workflows, automated systems, and back-end earnout strategies.
-When and why it’s smart to “overpay” for the right practice.
Tune in to learn how to protect your transaction, accelerate integration, and ensure long-term success.
Whether you're a financial advisor considering a future exit or a buyer looking to scale smart, this episode will give you practical insights into how to successfully close - and integrate - a wealth management practice.
272 episodes
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