By Kay Lynn Mayhue, CFP®, AEP®, RFC®, President of Merit Financial Advisors
Merit Financial Advisors
On a mission to help advisors grow and advance their business.
By Kay Lynn Mayhue, CFP®, AEP®, RFC®, President of Merit Financial Advisors
There has been much activity over the last several years around mergers and acquisitions of financial planning firms. Whether you are a buyer or a seller, you need to be prepared and understand the pros and cons of both options.
Watch the video with our President, Kay Lynn Mayhue, below to learn the top three factors that are helping drive M&A activity the financial services industry is experiencing. Should you have any questions or want to learn more about what different factors affecting M&A, please reach out to us.
Kay Lynn Mayhue, CFP®, AEP®, RFC®, serves as President at Merit Financial Advisors. Contact her at [email protected] or by telephone at 678-867-7050.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Merit Financial Group, LLC and Merit Financial Advisors are separate entities from LPL Financial.