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

The Financial Advisor M&A Guidebook is a comprehensive guide that walks owners and operations professionals through the steps of strategy, assessment, implementation, adoption and growth, all while considering how to best inspire and galvanize a firm’s most valuable asset – its people.

Get The New Book from Financial Advisory Veterans Friedman and Kapusinski.

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