Sloppy books, dirty data can undermine RIA sales or mergers

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Two consultants in mergers and M&A gross sales defined how and why RIA homeowners want to wash up their information, get a proper valuation and work out different technical questions earlier than they make a succession deal.

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Classes: Skilled improvement,Tax,Follow and consumer administration,Succession planning,M&A,RIAs

Tags: Skilled improvement,Tax,Follow and consumer administration,Succession planning,M&A,RIAs

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