Consolidation cuts both ways. You can sell into it, or you can be the operator buying up others and becoming the platform everyone else sells into. This session covers both moves with the advisor who works both sides. On selling: how a sale actually runs, how long it takes, and how to protect your staff and yourself through the close. On buying: how these deals get financed and structured, and what makes a company worth acquiring. You leave understanding the options in front of you, whichever way you're leaning.
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