M&A vs Selling to Another Advisor: What's the difference?
When it comes to exit strategies for financial advisors, there are several options to consider. Two of the most common are a merger and...
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Should I take cash and stock in a business sale transaction?
When selling a business, one of the key decisions the seller must make is how they would like to receive payment for the sale. There are...
How to Structure Your Financial Practice For A Sale: A Comprehensive Guide
Are you a financial advisor considering selling your practice? If so, you're not alone. Many advisors reach a point in their career where...
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