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Est. 2026Moves · Money · ManagementNew York

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Deals

How RIA sellers can avoid running out of runway

By Tobias Salinger · Financial Planning ·

Image: Financial Planning

Advisory practice sellers frequently wish they had taken more time for important strategic tasks before the deal, David Grau of Succession Resource Group says. He provided a list explaining why the timeline will take longer than many sellers may think.

Summary as published by Financial Planning
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