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3 Best Practices to Position an RIA for Sale
Expert Opinion December 11, 2024 at 09:44 PM
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What You Need To Know
- Highlighting the strengths of the firm will resonate with buyers.
- Drastic actions like firing key staff to cut expenses or delaying necessary hires can raise red flags.
- Priorities may evolve as you meet potential buyers and gain a deeper understanding of what they offer.
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