 It’s very easy for both parties to get “swept away with the excitement of the deal.”Mary Ann Buchanan, Founder and CEO, RIA Match.
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5 Mistakes to Avoid When Selling a Financial-Advisory Practice
Veronica Dagher | Wall Street Jornal Online, May 2016
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Summary: Even advisers with decades of experience buying and selling investments for clients may have no experience selling a financial advisory practice.Experienced advisers sometimes make rookie errors when they look to sell their firm or merge it with another, experts say.
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