Jessica Mellos, Director, M&A Consulting and Services

Buying an Advisory Practice: Let the M&A Journey Begin
Is buying an advisory practice on your firm's road map? Here's what you need to know before starting your M&A journey.
Jessica Mellos
10.18.23
The M&A Journey: Selling Your Financial Advisory Firm
How do you prepare for selling your financial advisory firm? Reaching your desired destination means mapping out your journey well before your exit date.
Jessica Mellos
06.07.23
Trends in Financial Services: The Evolving M&A Landscape
Wondering what it takes to buy or sell a practice? Learn what's trending in the evolving M&A landscape.
Jessica Mellos
02.01.23
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