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M&A Gusto Continues: FP Transitions Rallies to Meet Demand

Independent advisory firms continue to tap FP Transitions for valuation, transaction support and non-advocacy consulting on mergers, sales and.

David ambricoMarcus hagoodBrad bueermannLake oswegoSnappy krakenAllworth financialMoney advisorContinuity planFp transitionsSuccession planningIndependent financial advisorFinancial plannerBusiness value

Brad Bueermann on M&A, Growth, and Maximizing Enterprise Value

FP Transitions CEO Brad Bueermann discusses M&A and succession, the most important factors around multiples, valuations, and maximizing enterprise value.

Brad bueermannLouis diamondDavid grauValuing financial practices

Stock Market | FinancialContent Business Page

Stock Market | FinancialContent Business Page
financialcontent.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financialcontent.com Daily Mail and Mail on Sunday newspapers.

James fisherBrad bueermannChristine sjolinEric leeperEvaluations departmentLake oswegoChief financial officerAaron wellsSuccession planning

Stock Market | FinancialContent Business Page

Stock Market | FinancialContent Business Page
financialcontent.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financialcontent.com Daily Mail and Mail on Sunday newspapers.

Brad bueermannRobb baldwinCerulli associatesBusiness developmentLake oswegoRegistered investment advisorsScott leakInvestment advisors

Kestra sells minority to private equity firm Oak Hill Capital

The firm has more than doubled in size since it rebranded to its current name and began building on its current model in 2016.

Stone pointUnited statesWaddell reedJon henschenWarburg pincusNico theofanisBrad bueermannKestra private wealth servicesMoody investors serviceAdvisor servicesKestra holdingsAdvisor groupJefferies financial groupCetera financial groupHilltop holdingsKestra financial

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