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Knowledge and Insight > M&A Issues
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Voices Looking for capital? 5 key sources for RIAs

Brent Brodeski | Financial Planning, September 2018
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Summary: Aggregators, traditional private equity firms, minority-interest private equity firms, family offices and various lenders are all in on the act. There are huge differences between them, however, and navigating the options is like running across a minefield. The wrong deal may blow you team to smithereens. The right partner, on the other hand, can help you address succession and liquidity needs and grow your business to the next level.

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