No jerks and lots of capital: M&A tips at Schwab Impact
'It takes a lot of capital to do this,' Captrust's Rush Benton said in Philadelphia Tuesday.
The contracts are signed, the champagne glasses have been clinked, and the deal to sell your RIA is done. Still, an owner of a registered investment advisor may have lingering doubts about selling his or her firm.
But there are ways to avoid pitfalls, mishaps and selling to the wrong RIA rollup
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