Question:
I am a partner with two other partners in an estate planning firm in Seattle, Washington. All three of us are in our late sixties and contemplating retirement in the next few years. We have no associates in our firm and have been unsuccessful with retaining associates over the years. Therefore, we feel that we will have to either lock the doors or find a suitable firm to whom we can sell or merge with.
We have identified a candidate firm with a sole owner and two associates that might be a possibility. We have scheduled a first meeting
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