GetReal! - Business Owner’s Roundtable, Part IV - Mergers & Acquisitions - GetReal! Business Owner’s Roundtable, Part IV – Mergers & Acquisitions – What You Need to Know
Gary Davis, Jr., Jeanette Jordan and Kirsten Toler discuss how, when done right, a merger or acquisition might be an attractive option for your investment advisory practice. With 2020 being the 7th consecutive year on record for M&A activity we discuss best practices and common pitfalls of a partnership, purchase, or sale.