There has been a flurry of activity over the last several years around mergers and acquisitions of financial planning firms. Whether you are a buyer or a seller, you need to be prepared and understand the pros and cons of both options.
In this session, you will hear directly from advisors who have been buyers and sellers. They will share their personal experience, tips and best practices on what worked, what didn’t and what they wish they knew before they started the process.
