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Joint M&A White Paper With  BNY Mellon | Pershing

Joint M&A White Paper With
BNY Mellon | Pershing

by BNY Mellon Pershing and PFI Advisors | Apr 19, 2021 | White Papers

We were extremely honored to partner with BNY Mellon|Pershing on their latest research report, “Why the Sale of Your Firm Should Be Viewed as a Catalyst for Growth.”  Too often, advisors view the sale of their firm as the “end game,” rather than as the impetus for the...

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