 The buyers these days are truly M&A ninjas. I encourage you to go in smart and not be out-negotiated."David DeVoe, managing partner, DeVoe & Co. |
RIAs without a succession plan should take these steps immediately
Jeff Benjamin | InvestmentNews, February 2017
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Summary: For financial advisers, developing a serious and specific business succession plan is not easy. But what's more difficult is the challenge clients face if their adviser doesn't have one.
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