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This episode features Michael Rothman, CFP, Executive Vice President of Succession Capital. Here, he expands on what brought him to Succession Capital, what constitutes a “high-net-worth” client, premium financing, and more.
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Discussions about private equity and business with Scott Becker.
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Scott Becker
315 Vernon Avenue
Glencoe, IL 60022
Telephone: 312-399-0774
Mobile: 773-766-5322
Email: sbecker@beckerstrategygroup.com