The value of any financial advising firm lies in its book of clients. It’s that value that serves as the basis of monetary worth during an acquisition. The projected return on investment justifies the expense of purchasing, that is if the buyer can maintain that book of business once the deal is closed. As lending […]
With April 17th a few days away, you are probably hurriedly preparing your documents and getting everything in order to file your taxes. We wanted to take some time to clarify what details you will need to provide a lender for financial analysis for your financial advisor loan. As is normal with tax topics, this is […]
