
If You Build It, Will They Buy It? A Special Industry Update on M&A
The Diamond Podcast for Financial Advisors
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Intro
This chapter explores the dynamics of mergers and acquisitions in the wealth management sector, focusing on key deals such as LPL's acquisition of Commonwealth. It underscores the necessity for financial advisors to comprehend enterprise value to optimize future business sales and examines the challenges of establishing independent practices.
Transcript
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