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Tag Archives for: "succession"
Home » succession
 Business Succession Series: What to do five years out when selling
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By Joe Heider
In Blog
Posted September 7, 2017

Business Succession Series: What to do five years out when selling

Once a small business owner reaches a certain age, it becomes inevitable that they’ll begin thinking about retirement and how they’re going to separate themselves from the business. There are [...]

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 Independence firm Cirrus Wealth Management sets sights on aging advisers
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By cirruswealth
In Interview Coverage
Posted April 26, 2015

Independence firm Cirrus Wealth Management sets sights on aging advisers

Jeremy Nobile of Crain’s Cleveland Business includes Joe Heider, president of Cirrus Wealth Management, in a feature article about Heider’s recent business plans, including the growth of Cirrus [...]

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 Advisors Unite To Craft Their Own Succession Plans
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By cirruswealth
In Interview Coverage
Posted March 25, 2015

Advisors Unite To Craft Their Own Succession Plans

Jerilyn Klein Bier of Financial Advisor includes Joe Heider, president of Cirrus Wealth Management, in a feature article about his decision to launch Cirrus Wealth Management and the firm’s aim [...]

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 Latest Succession Plan Twist: Veteran Advisor Launches Regional Aggregator
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By cirruswealth
In Interview Coverage
Posted January 12, 2015

Latest Succession Plan Twist: Veteran Advisor Launches Regional Aggregator

Charles Paikert of Financial Planning features Joe Heider, president of Cirrus Wealth Management, in an article about the new firm’s launch, as well as its goals and challenges. Veteran advisor [...]

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 ON THE MOVE-Ohio-based Cirrus wealth firm spins off of Rehmann
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By cirruswealth
In Interview Coverage
Posted January 9, 2015

ON THE MOVE-Ohio-based Cirrus wealth firm spins off of Rehmann

Elizabeth Dilts of Reuters quotes Joe Heider, president of Cirrus Wealth Management, in a piece about his plans to grow his newly formed firm by acquiring the business of older, successful [...]

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