How a Lack of Succession Planning Can Kill M&A Deals
Holly Deaton | RIAIntel, May 2023
Read the article online >Summary: Over the last four years, Hightower has completed more than 45 deals and built a team soley focused on acquisitions, including calling and researching RIAs. Oros said the firm evaluates succession plans as part of every transaction. A lack of succession planning has even killed a couple of the company’s potential deals.
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