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The 'Wedding' Planner: Considerations When Selling Your TPA Firm (PDF)
Simoneaux & Stroud Consulting Services, via Journal of Pension Benefits Link to more items from this source
July 21, 2014
"Once a TPA owner decides to sell the firm, significant planning must take place before any deal is closed. You want to make sure you find the right 'mate,' because 'business divorces' can be very painful. The more you know about your own firm, the easier it will be to determine whether or not a prospective buyer is appropriate for your firm. Owners should inform their attorney and accountant of any plans to sell in advance of entering discussions with buyers to be alerted to special circumstances that could impact the sale of the firm."

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