Deciding to purchase or sell an advisory firm is one of the most important decisions an owner will make in their career. And in most cases, owners embark on this critical process once. Having an experienced fiduciary advisor on your side of the deal table can bring incalculable value across all spectrums of the deal.
Hear our founder Jim Tennies discuss the role of an investment banker in an M&A transaction and how this role can create significant value for you and your team.