SuccessionFit Podcast

In this episode, the interviewer becomes the interviewee! Host Tom Hine answers questions on his background in financial planning, his history of acquiring businesses, what motivated him to start a podcast, the process of writing his latest book, “The Zen of Business Acquisitions”, and all the lessons he has learned along the way.

The Zen of Business Acquisitions: https://amzn.to/30mI3of

Connect with Tom: https://www.linkedin.com/in/hinetom/

What is SuccessionFit Podcast?

In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred others, Tom aims to help owners maximize and monetize their life’s work by showing them how to prepare their company for sale or merger, and the importance of protecting their health, as well as their wealth.
Guest or topic suggestions: www.capitalwm.com/successionfit-podcast
Contact Tom: https://www.linkedin.com/in/hinetom/
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.