Valuation, Exit Planning Melissa Gragg Valuation, Exit Planning Melissa Gragg

Collaboration & Exit Planning for Baby Boomers & Financial Planners

During this episode we will discuss Collaboration & Exit Planning for Baby Boomers & Financial Planners with a former IRS auditor Mike Gregory. Mike is a mediator in Minneapolis Minnesota, author of 11 books regarding various valuation topics and creator of the collaboration effect ®. He is a frequent speaker at estate planning council events and uses mediation techniques to deescalate situations.

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