-
What Influences the Value of a Financial Advisor Practice
What Influences the Value of a Financial Advisor Practice The value of your financial practice has tremendous influence over your ability to secure working capital and financing to grow your business through acquisitions. Understanding how...
Read More -
Utilizing Existing Staff to Transition Clients During an Acquisition
Utilizing Existing Staff to Transition Clients During an Acquisition As we discussed in a previous blog post, “Strategies to Retain Clients After an Acquisition,” client retention is critical to not only ensuring the survival of the business...
Read More
