This exciting new virtual firm unites C3D Anna Halaburda CPA CFP CBEC, John Crater JD CExP CEPA and Focus CFO Kelly Malaga-LaCarter. Together they are harnessing the power of the Growth-Drive Platform to deliver client wins.
What's super cool about this new firm? It is designed from the ground up around collaboration. The firm's mission is to deliver successful business exits: this requires the right expertise at the right time, maximizing client ROI. BeReady also KNOWS that Wealth Advisors and Insurance Advisors play a critical role introducing clients to exit planning concepts and need to remain involved throughout the growth-and-exit process. Very interesting conversation... OK, if you want to learn more listen in:
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Want to learn more? You can meet the BeReady team at the Growth-Drive Summit and the BEI annual conference.