When I help my clients I don’t just look at numbers, I ask them how they want to live their life. For myself, I started to consider what I wanted my life to look like. I knew wanted to keep working with my clients, but I also wanted a succession plan.
Sarah de Crescenzo of the San Diego Business Journal wrote an article, “Active M&A Scene Finds Good Target in Local RIA” that featured the story of the Donnelly merger with EP Wealth. I spoke about how we share the same values and which led to a successful collaboration. I highly suggest you check out the article and read all about it!
Any questions about retirement planning, small business financial planning, or looking for more information about mergers—especially now that I’ve gone through one myself—hop on over to my page and contact me.