 In considering whether a merger presents the right opportunity, ask what the transaction would mean for your firm’s three key constituencies: clients, staff, and principals and their families."
Michael Pale, Managing director at Focus Financial Partners.
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Why Fit Trumps Valuation When Considering a Merger
Michael Pale | Financial Advisor IQ, December 2013
Read the article online >Summary: A successful merger between two RIA firms has to achieve what I call the Three Rights: the right opportunity, the right fit and the right terms. If you’re considering combining with another firm, make sure you’re comfortable with the opportunity and fit before you drill down into the terms.
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