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Ep 351: Facilitating Successful Advisor Mergers & Acquisitions By Avoiding The Conflicts Of A Success Fee With Jessica Polito

Financial Advisor Success

CHAPTER

Considering Factors Beyond Price

This chapter emphasizes the importance of considering factors beyond just price when evaluating a merger or acquisition deal for financial advisors. They discuss the significance of examining employment agreements, non-compete clauses, liquidity events, and the role of a good M&A attorney in the negotiation process.

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