But assuming there is a suitable match, financial considerations will loom large in all future negotiations, and will greatly impact the long-term success of the partnership/transaction.”
Matt Brinker, United Capital.
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Summary: For owners of a Registered Investment Advisor (RIA) practice, making the decision to sell or merge with a larger wealth management firm can be an experience fraught with peril.
But assuming there is a suitable match, financial considerations will loom large in all future negotiations, and will greatly impact the long-term success of the partnership/transaction.”
Matt Brinker, United Capital.
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