Shaun Kapusinski: 1 book
The Financial Advisor M&A Guidebook
Best Practices, Tools, and Resources for Technology Integration and Beyond
Language: English
Release Date: December 19, 2018
With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no expert guidance on how to successfully execute a merger or acquisition. In 2017, a record number of M&A deals closed in the advisor space – 168 transactions, or a 22% growth over 2016. Aside from...
