Matt Fizell, CFP®
@mattfizell
Proverbs 28:1 🦁| Owner of Harmony Wealth | Fee-Only CFP® Medical Professionals and Business Owners | Patience always wins | Gamer 🎮 | Twitter is not advice
ID: 594043402
http://planwithharmony.com 29-05-2012 21:11:50
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After a Kitces and Carl episode… it got me thinking. We hear a lot about the horror stories of mergers and it being “worse than divorce”. MichaelKitces do you have any shining examples or episodes of this being done well in small firms? Like <75 clients each?