Summary: Should RIA founders sell to an outside buyer or to junior partners already in the firm? The internal vs. external sale debate proved to be one of the liveliest at the recent Deals and Deal Makers Summit in New York.
 "We want [borrowers] to be able to articulate why they are the appropriate successors for the firm; how they see their role as an owner and what they will do and do differently."Dustin Mangone, director of investment advisor services, Live Oak Bank. |
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