John Burns has learned that the quickest way to grow his practice is to merge with other like-minded firms. As part of a determined growth strategy, Burns Advisory Group is joining with Executive Financial Group, a firm that focuses on Fortune 500 executives.
Combining his existing infrastructure with this small practice should allow for fairly seamless growth, since his firm serves a similar clientele. For business owners, Burns handles business planning issues (his specialty) and designs investment portfolios. For corporate executives, he tackles complex tax issues, including compensation and pension plans.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access