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    Six Elements of a Perfect Fit

    Six Elements of a Perfect Fit

    eBook
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    Continuity Planning, Acquisition, External Sale, Exit Planning, Internal Succession & Equity, Mergers, Next-Gen, Sustainability, Growth
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    Independent Advisors Will Unlock the Future (If They Can Hold Onto the Keys)

    Independent Advisors Will Unlock the Future (If They Can Hold Onto the Keys)

    Blog
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    Acquisition, Mergers, Growth
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    Why Your Next-Gen Stakeholders Should Be a Part of Your M&A Discussions

    Why Your Next-Gen Stakeholders Should Be a Part of Your M&A Discussions

    Video
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    Acquisition, External Sale, Exit Planning, Compensation, Mergers
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    10 Reasons to Value and Monitor Your Practice

    10 Reasons to Value and Monitor Your Practice

    Article
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    Valuation & Benchmarking, Continuity Planning, Acquisition, External Sale, Compensation, Mergers, Growth, Financing
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    A Market Update from James Fisher, JD (May 2023)

    A Market Update from James Fisher, JD (May 2023)

    Video
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    Acquisition, External Sale, Mergers, Enterprise Growth
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    M&A Mid-Year Market Update (2022)

    M&A Mid-Year Market Update (2022)

    Blog
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    Acquisition, Mergers, Deal Structure & Documentation
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