Next Step: Move, Merge, Acquire, or Sell?

Date: February 19, 2015
Time: 4:00pm Eastern

If you want to:

  • change firms, this webinar will discuss the checklist I use with clients to help them change firms and how to negotiate the best contract.
  • grow your business, then a merger or acquisition is your best choice and we will address all the options and how to avoid the pitfalls of others.
  • retire, we will examine the best way to prepare your business for a sale and how to negotiate the best price for the sale of your practice.

More information and registration here

Discount available for clients and past attendees: email wlw3@mac. com for discount code.

Broker/Dealer user only
Space is limited because of HD video

Bridge to Change



What to create a change in 2013. The follow five steps will get you from where you are to where you want to be.

  • Step 1. Write a paragraph about where your life and business are today 
  • Step 2. Write a paragraph about where you want your life and business to be in 3-5 yrs. 
  • Step 3. Identify as bullet points all the differences between the two paragraphs 
  • Step 4. Select the three most important differences 
  • Step 5. Create the Next Physical Action for each of the three differences to remove them

Interesting Chart: Newspaper Ad Revenue Crashes



The Problem

Over the past decade the impact of the internet (blogs, Twitter, and Facebook) has replaced the newspaper as the primary source of daily information. With iPhones, iPads, and the ability to send photos or video around the world instantly over the social networks, print is just too slow. Example: video streamed live during the last tsunami, not from the news services, but from individual cell phones.

The Necessary Change

The print media, like the book industry, must adapt to the changes occurring around them. Publishers realized when ebook sales surpassed print book sales, several quarters ago, that they must embrace what they have resisted for so long. The print newspaper industry must also adapt or perish. Without the meager addition of online sales the newspapers would be back to the 1950’s revenue.

Impact on You

We are all susceptible to change, which remains constant. Humans are the most adaptable creatures on the planet and businesses must also be adaptable. Look around and see what technology or resource you are resisting to adopt. It may be just what you need to prepare for the future.

RoadMap for Change™ Video Online

The RoadMap for Change™ is a simple, effective planning tool that can transform your practice. A new 11 minute Quicktime movie illustrates how to use this tool. It is available on the Downloads page or from the links below. RoadMap for Change™ - Video Training High Speed Connection This is a Quicktime movie about how to use the Roadmap for Change - Business Version. High speed connection recommended.

RoadMap for Change™ - Video Training Dial-up Connection]() This is a Quicktime movie about how to use the Roadmap for Change - Business Version. This is a small version of the movie suitable for slower connections.

The following are the two files illustrated during the movie.

RoadMap for Change™ - Business Version Word Document

RoadMap for Change™ - Business SAMPLE Word Document