Employees are a key piece of the succession puzzle
Along with price and client care, the process of integrating team members into the acquiring firm offers challenges as well as upside.
Back in 2020, at the height of the pandemic, my long-time business partner and I sold our Houston-based registered investment advisor, with $450 million in assets under management, to a national integrator for a combination of cash, equity, and the fact that we were able to bring virtually all our e
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