Mergers & Transitions


Complimentary Consultation


Mergers & Transitions


Complimentary Consultation

 

Merging two or more businesses together can open up a wealth of opportunities for financial advisors.

Whether you're merging a small firm into a large firm, young into old, or a group into a single firm, our team of attorneys can protect those going through a merger or acquisition by drafting, managing, and consulting in the execution of all agreements pertaining to the transaction.

This includes:

  • Partner Sourcing
  • Buy-Sell Agreements
  • Operating Agreements
  • Partnership Agreements
  • Noncompete Agreements


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