In the Middle of a Stock Sale

The Perspective Series | Entrepreneurs Revealed
Virtual Business Owner Interviews

Limited Time Commitment | Powerful Insights
from the Owners Themselves

This will be a distinct opportunity to learn from Joe’s client, Duane, as he shares:

• His current situation of being in the middle of a stock sale;
• How he dealt with a “bait and switch” at the last minute;
• The approach he took to maximize his tax plan by listening to his advisory team; and
• What were the key factors he considered when choosing his advisors.

(Purchase of this product will include a Video recording and an Audio recording of the presentation.)