I read a fabulous article by Steve Garmhausen of Barron’s Advisor. It has some valuable takeaways for financial advisors who are looking to make an acquisition, be acquired, or grow their businesses with scale.
Here is a link to the article so you can follow along as I discuss these points.
Sara’s Youtube channel
Garmhausen, Stephen. 29 February, 2020. Barron’s. Marty Bicknell: $22 Billion and Counting. Retrieved from https://www.barrons.com/articles/marty-bicknell-22-billion-and-counting-51582898180