Summary: People often remark that advisory firms are now worth so much that nobody can afford them. This ironic observation reminds me of Yogi Berra's memorable quote, “Nobody goes there anymore. It's too crowded.”
 Selling an advisory firm in today's market requires careful examination of many moving parts. Regardless of whether the sale is to a strategic buyer, a financial buyer, an investor or a successor, establish exactly what is being transferred to the new owner and what it is worth to them.”Mark Tibergien, Chief Executive Officer, Pershing Advisor Solutions |
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