Brian J. Quinlan

Ensure your practice’s viability with a solid business plan

(January 2004) As an accountant, I have the privilege of working with a number of financial advisors who refer clients to me. From time to time, an advisor will ask me to do a business plan for a client. When I, in turn, ask if the advisor has a business plan, the answer is usually […]

By Brian J. Quinlan |January 7, 2004

8 min read