Month: January 2021

Mergers and Acquisitions: The Right Deal or The Right Partnership?

By Christopher Mercado, MBA, CFP®, CIMA®, AIFA®, Managing Partner and Chief Investment Strategist In the world of M&A, there are a million things to take into consideration, but one of the most important aspect that advisors often forget is that you not only need to find the right deal but find the right partnership. It […]