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Posted by FP Transitions on April 30, 2020

Offers in the Mail

For many financial advisors, it has become commonplace to receive unsolicited offers in the mail. The offers to buy practices usually promise a competitive valuation and purchase price, great terms and future opportunities, and are backed by...

Posted by FP Transitions on January 13, 2016

Acquisition Tip of the Week #9

In our experience, the smoothest, most successful deals come from buyers and sellers who build a rapport, and cultivate trust through transparency.

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