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Pros and Cons of Purchasing Acquisitions Outside Your Broker Dealer
Pros and Cons of Purchasing Acquisitions Outside Your Broker Dealer Advisor interest in acquisitions has grown tremendously over the last few years. Practices of every size have gotten in the game, even if only to make a single acquisition. Advisors...
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What to Look for When Purchasing a Book of Business
What to Look for When Purchasing a Book of Business When faced with an opportunity to grow your firm by purchasing an existing book of business, it’s easy to get caught up in the excitement and plow forward with the transaction. And while...
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Financing Options for Purchasing a Book of Business
Financing Options for Purchasing a Book of Business Acquisitions are a great way to grow your financial advisor practice quickly. However, many financial advisors struggle to decide the best way to finance the purchase of a book of business. For a...
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