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How Value Is Determined for OSJ and Specialty RIA Practices
How Value Is Determined for OSJ and Specialty RIA Practices The financial advisor industry presents many unique challenges and considerations when it comes to valuing the business. In most practices, the value of the business is based largely on the...
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Tips for Advisors Looking to Acquire a Practice
Tips for Advisors Looking to Acquire a Practice Despite market volatility, advisor M&A activity is still going strong. Interest in acquisitions has grown tremendously, thanks to advisors gaining greater access to capital and other resources. As media...
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