Richard Coe's Book Assists Him In Selling His Business

"There was an unexpected benefit from the book. When it came time to sell the business, this book gave me enhanced credibility with the purchaser. It gave both me and the business more credibility. The result was a very attractive transaction."

“The original motivation for Tom Halvorson and I to write this book, Transformational Investing, was to benefit our investment advisory business. The thought was that this would give us enhanced credibility, not only with clients, but also with prospects. There was an unexpected benefit from the book. When it came time to sell the business, this book gave me enhanced credibility with the purchaser. It gave both me and the business more credibility. The result was a very attractive transaction. I’m smiling and very grateful. I would also say that while I had a co-author on Transformational Investing, I gained confidence that I could write a book myself. And yes, I’m considering that. From beginning to end, my co-author and I enjoyed the process with Advantage. It was a pleasant process and we are glad we did it.”

Richard Coe

Wichita, Kansas

President of the Financial Planning Association of Kansas

Richard Coe's Book

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Transformational Investing: How To Have More for What Matters Though a Transformational Approach to Investing

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