SEATTLE -- Finding the right "fit," is the single most important factor in successfully buying or selling a financial planning practice, says a consultant who works with planners looking for a deal.
"Fit is everything," says Brad Bueermann, CEO of FP Transitions of Lake Oswego, Ore., while speaking at the FPA's annual conference. "The buyer and seller should have similar philosophies and a similar approach. That's the number-one concern."
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