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Terry Mullen, Founder & CEO of Truelytics, joins Mike Langford to discuss the origin story of the company and explore why wealth management firms and financial advisors need to take valuation and succession planning seriously.

Audio Stream

 It is a little over 25 minutes and you may stream it on SoundCloudiTunesStitcher, and TuneIn.

Video Overview

Valuations Video Update 1

We are also happy to announce that you now may stream our Valuations Podcast over Alexa. To activate, simply click here and add the skill. Once you have done that all you need to do is say:

"Alexa, play Valuations Podcast."

alexa

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

 

Disclaimer

The above article is meant for information purposes only and is not intended in any way to provide legal or other advice for any specific situation.  Readers always should consult their own tax, accounting and legal advisors before taking any action related to the above article or subject matter.

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