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Five reasons for RIAs to think more like Goldman Sachs about businesses owned by clients

The majority of the baby boomers’ wealth is held in the form of privately owned companies and monetizing them is an opportunity

Author Elizabeth Ostrander May 23, 2011 at 1:39 PM
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Elizabeth Ostrander: We recently spoke with an advisor who was the last to know that his client’s $50 million business was being sold.

Mentioned in this article:

Intelligent Edge Advisors
Mergers and Acquisition Firm
Top Executive: Thomas Boczar

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