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Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay

Quantum Growth for Financial Advisors

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Evolving Landscapes in Accounting and Financial Planning

This chapter explores the transformation in accounting and financial planning amidst mergers and acquisitions, particularly how CPA firms are integrating wealth management services. It highlights the strategic shift towards a holistic family office experience for clients and discusses the impact of private equity on the industry. The conversation also addresses acquisition dynamics, seller priorities, and regulatory considerations that shape the evolving partnership landscape between financial advisors and accountants.

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