Succession Planning
Building Income versus Building a Business
Did the headline mean anything to you? Do you see any difference between the two or are they one and the same? While you are thinking about it, here is a situation for you.
May 2, 2023 | 5 Minute Read
Succession Planning
Key Points to Understand While Buying or Selling a Firm
Last week, the Wealth Head of a Financial Services company (Rakesh – name changed), reached out to me to seek my inputs on an acquisition they were considering. The promoter of t ....Read More
February 14, 2023 | 7 Minute Read
Succession Planning
Are You Mithunda?
I was speaking with a gentleman about Succession Planning, but it was apparent he was confusing this with sale planning or selling the business. The word Succession Planning is oft ....Read More
February 7, 2023 | 5 Minute Read
Succession Planning
Don’t underestimate the Power of a…
I left the headline incomplete as I wanted you to complete it. You know the answer. Are you still thinking? Hint: Remember Shahrukh Khan’s dialogue in the Movie Chennai Ex ....Read More
January 17, 2023 | 5 Minute Read
Succession Planning
Succession Planning is Not About This
Last week I met up with Rahul Nerurkar, a wise mutual fund distributor from Mumbai. We discussed everything under the sun as it related to his business and our industry. Rahul had ....Read More
November 8, 2022 | 5 Minute Read