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Meet Your Matches

We’ve found some great matches for you. Click below to view your matches and start connecting.

1st
Strong

[Name]

Added to intro request
Added to intro request
Add to Intro List
Add to Intro List

General Alignment

Strong
[Name]
[Name]
description
[Data]
Emphasis on Financial Planning
[Data]
Investment Philosophy & Implementation
[Data]
Client Segmentation & Focus
[Data]
View Buyer
View Buyer

Fundamentals

Strong
[Name]
[Name]
Fee model
[Data]
Fee model
[Data]
description
[Data]
Custodians
[Data]
Custodians
[Data]
description
[Data]
Geographic Match
[Data]
Geographic Match
[Data]
description
[Data]
Seller Revenue Size
[Data]
Seller Revenue Size
[Data]
description
[Data]
Terms & Conditions
[Data]
Terms & Conditions
[Data]
description
[Data]
View Buyer
View Buyer

Deal Needs & Objectives

Strong
[Name]
[Name]
Acquisition type
[Data]
Acquisition type
[Data]
description
[Data]
Cash range
[Data]
Cash range
[Data]
description
[Data]
Equity range
[Data]
Equity range
[Data]
description
[Data]
Earn-Out & Retention Provisions
[Data]
Earn-Out & Retention Provisions
[Data]
description
[Data]
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View Buyer

Partnership Preferences

Strong
[Name]
[Name]
Succession Planning (Gen 2)
[Data]
Succession Planning (Gen 2)
[Data]
description
[Data]
Changing How They Work
[Data]
Changing How They Work
[Data]
description
[Data]
Expansion of Services & Capabilities
[Data]
Expansion of Services & Capabilities
[Data]
description
[Data]
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View Buyer

Points of Alignment

Strong
[Name]
[Name]
Investment Management Autonomy
[Data]
Investment Management Autonomy
[Data]
description
[Data]
Cross-Selling of Services
[Data]
Cross-Selling of Services
[Data]
description
[Data]
Brand Adoption
[Data]
Brand Adoption
[Data]
description
[Data]
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View Buyer

Organic Growth Profile

Strong
[Name]
[Name]
description
[Data]
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View Buyer

Unique Attributes

Strong
[Name]
[Name]
description
[Data]
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View Buyer
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Savant Wealth Management
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