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Sloppy books, dirty data can undermine RIA sales or mergers
Summary by American Banker
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American BankerReposted by 
Financial Planning
Financial PlanningSloppy books, dirty data can undermine RIA sales or mergers
Two experts in mergers and M&A sales explained how and why RIA owners need to clean up their data, get a formal valuation and figure out other technical questions before they make a succession deal.
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