Date: 05.26.17

Should You Hire An 'M&A Czar' For Your Financial Advisory Practice?

An increasing number of well-established, independent financial advisors have begun to pursue a planned exit from the profession. This accelerating trend has introduced a surge of new acquisitions-based growth opportunities for independent financial advisory businesses. But being presented with an opportunity to acquire a business is one thing; being able to capitalize on that opportunity is another.

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