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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

Types of Buyers in Financial Advisor M&A Landscape

This chapter explores the different types of buyers in the financial advisor mergers and acquisitions landscape, including aggregators, integrators, and firms with private equity backing. It discusses the differences in terms, structure, and pricing of advisor mergers and acquisitions, highlighting the impact of buyers' profiles on the outcome of the transaction.

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