Build Team Value

You may have been told if you're not a tax expert, refer tax discussions to your client's tax preparer. As an Enrolled Agent, a tax professional, we get continually pitched to refer our clients to other financial advisors, or even worse, to get into our own financial practice. I've been there, done that, and got out; however, the odds are your client's tax preparer may represent your competition for M&A Advisory.

There is an alternative.