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The Financial Advisor M&A Guidebook

Greg Friedman and Shaun Kapusinski

Combining the real-life experiences of a life-long financial advisor with the expertise of a 15-year operations director and founder of a large RIA ops network, this book takes real M&A experiences of the financial services industry and ...

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The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond

Hardcover

The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond

Kindle Edition

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Length: 127 pages

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