How an RIA found its M&A soul mate

Charles Paikert | Financial Planning, June 2018

Summary: At least four other suitors, including an aggregator, a large RIA and even an accounting firm wanted to buy Donnelly Wealth Advisors, a thriving RIA in San Diego with approximately $408 million in assets under management.

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How an RIA found its M&A soul mate

Charles Paikert | Financial Planning, June 2018

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