Plan for the Future

Top 10 Legal & Compliance Concerns in Investment Advisor Acquisitions

Whether you are purchasing an advisory firm to expand your business, or selling your advisory firm to effectuate your succession plan, there are legal and compliance matters that will need to be addressed. Download this free overview of legal and compliance issues.
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What's next for me?

You've built your business. You're proud of it, and you should be. But like many business owners over 50 you may be asking yourself some tough questions like "what's next for me?" Is it time to transition to retirement and consider the next phase of your life? Perhaps you need a business succession plan, or you may be ready to sell your business?
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