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Merchant’s Bryan Staff On Matching Capital To An RIA’s Future
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Larry Roth, CEO of Wealth Solutions Report, speaks with Bryan Staff, Co-Founder and Managing Partner at Merchant, about how advisory firms can align capital and strategic partnerships with their long-term business objectives. Their discussion centers on the choices facing RIA owners as they pursue organic growth, acquisitions, succession planning and liquidity while seeking to preserve control and flexibility.
Staff examines how the structure and duration of capital can shape an advisory…
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