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The ClientWise Blog

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Mergers and Acquisitions

Mergers & Acquisitions

Growing a Financial Advisory Business thru Mergers and Acquisitions

How three unique firms found common purpose in coming together

Rick Kent (founder of the suburban Atlanta-based Merit Financial Group) was actively seeking to grow his business – both organically and acquisitively. The former approach was yielding tremendous success, while the latter was proving to be a far more difficult challenge.

There’s no question that mergers and acquisitions of advisory practices are complex and emotionally-charged undertakings. Keep in mind that.....

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