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Mergers and Acquisitions
2023-12-04 • 1 min video

Mergers and acquisitions are common ways to grow for advisors.

However, they usually come with the challenge of finding the “right fit.”

It can help to think about PSP (finding a philosophical, strategic, and practical fit).

Play this short clip to hear more about finding the right business partners!

Find the full episode here: paretosys.co/AODM_ep49

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