PFI Advisors White Paper: Becoming a Professional Buyer Part 2
April 5, 2018, by PFI Advisors
We are excited to present the latest installment in our “Becoming a Professional Buyer” research series. This white paper highlights five industry leaders and the lessons they have learned from their varied experiences in the M&A arena: Aspiriant, Beacon Pointe Wealth Advisors, EP Wealth Advisors, Mercer Advisors, and Parallel Advisors.
We hope you enjoy the report and welcome your feedback!