WASHINGTON -- As advisors look to mergers and acquisitions to fuel growth strategies and succession plans, firms need to look beyond the nuts and bolts of the transaction and think strategically about how a combined firm will operate, experts said this week at the FSI's financial advisor summit.
"It is not over when you sign on the dotted line," says Mary Sterk, president of Sterk Financial Services in Dakota Dunes, S.D. "In many aspects the work is just beginning at that point in time."
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