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Six Things Advisors, Firms Need to Know Before Making Any Acquisition

By Steve Garmhausen
August 23, 2011

More than half of fee-based financial advisors plan to sell their businesses prior to retirement, according to Tiburon Strategic Advisors, in Tiburon, Calif. That means there is ample opportunity for other firms to quickly add scale through acquisitions.

Here's an interactive slideshow detailing six things every advisor and firm needs to know before investing the time, money and effort required to complete a successful acquisition.

Is it time for you or your firm to take the plunge and start making the right acquisitions you'll need to grow into the future?

 

 

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