With Kay Lynn Mayhue
There has been much activity over the last several years around mergers and acquisitions of financial planning firms. Whether you are a buyer or a seller, you need to be prepared and understand the pros and cons of both options.
Watch the video with our President, Kay Lynn Mayhue, below to learn the top three factors that are helping drive M&A activity the financial services industry is experiencing. Should you have any questions or want to learn more about what different factors affecting M&A, please reach out to us.