The Financial Advisor M&A Guidebook Best Practices, Tools, and Resources for Technology Integration and Beyond / by Greg Friedman, Shaun Kapusinski.
With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no expert guidance on how to successfully execute a merger or acquisition. In 2017, a record number of M&A deals closed in the advisor space – 168 transactions, or a 22% growth over 2016. Aside from a...
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