Life of a Brokerage Firm

Life of a Brokerage Firm <Part Three> Ron Grossman and Ryan Griffeth conducted as series of interviews discussing the various stages of a brokerage firm.  Interviews are presented here in Q&A form.  The focus of part three is on the exit strategy, or lack thereof, and what firms who have formalized these types of strategies are doing to implement them successfully. <Industry Professional> Michael Coglianese, Coglianese, CPA How many firms do you talk to that have an exit strategy formalized?  10%.  They all should have them. What would you advise a firm or broker who had an exit strategy but…

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