Why Buy a Client Base or an Advisory Firm? by Jim Stackpool | Feb 2, 2023 | Acquisitions, Advice is not a Product, Advice Products, advisers v distributors, Certainty Advice, future of advice, Future of Financial Advice, growth, Growth Stress, Mergers, Takeovers, Valuations, Value PropositionI’m currently working with several firms considering a client base or business purchase. Each has different reasons. One wants to achieve more significant ‘economies of scale’. One wants to fill a gap in the range of expertise. One is on an...