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Summary: Despite the return of market volatility, when it comes to independent financial advisor transactions, it continues to be a seller’s market, with buyers continuing to outstrip sellers by a wide margin.
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Summary: Back in 2010, the husband-and-wife co-founders of their eponymous RIA, set out to make themselves "dispensable" to the firm they'd created through the merger of their separate practices two years earlier. The plan was to do so by 2020.
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Summary: Despite the return of market volatility, when it comes to independent financial advisor transactions, it continues to be a seller’s market, with buyers continuing to outstrip sellers by a wide margin.
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Summary: It took a while before it became a top priority, but Leon LaBrecque can finally rest easy knowing that at 63, his business succession plan is in place.
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Summary: RIA principals selling their business may get less than top dollar if they don't develop a succession plan.
