
Matt Fizell, CFP®
@mattfizell
Proverbs 28:1 🦁| Owner of Harmony Wealth | Fee-Only CFP® Medical Professionals and Business Owners | Patience always wins | Gamer 🎮 | Twitter is not advice
ID: 594043402
http://planwithharmony.com 29-05-2012 21:11:50
5,5K Tweet
1,1K Followers
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So MichaelKitces ... loved the episode of Kitces&Carl about buying out a firm. What about a partial sale to an outside firm? I could be wrong, but it feels like if the Advisory Firm selling stays in business, there would probably be some additional risk as the buyer? Thoughts?



Uh oh... Xbox is it E-Day? Ryan McCaffrey Phil Spencer Aaron Greenberg



I'm curious MichaelKitces and Jeff Levine, CPA/PFS, CFP® ... after a few recent podcasts about acquisitions/promissory notes, what is the tax treatment of a performance-based promissory note? Some are saying it's just a glorified earnout. I'm hearing a lot of conflicting things on the web.

Should not have given in to Galen Herbst de Cortina CFP® @ Dreamhack Atlanta and MichaelKitces when they suggested Balatro. I really don’t want to prep for this audit now.

After a Kitces and Carl episode… it got me thinking. We hear a lot about the horror stories of mergers and it being “worse than divorce”. MichaelKitces do you have any shining examples or episodes of this being done well in small firms? Like <75 clients each?



All we need is Pat McAfee and the boys to come and put this thing on the map!


Such a loss for the baseball community… and especially the Milwaukee Brewers . Absolute legend.

The Milwaukee Brewers should have their 54th home game be Uecker day, and all players wear 54 in honor of his 54 seasons with the team. Make it happen!

This game is rigged. Also FOX Sports: NFL why would you have that scoreboard? Terrible UI

I fixed the C Button for Nintendo of America . Anyone remember the lifeline you had to pay for in cars? Ryan McCaffrey Destin Zack

