Potomac Fund Blog


Acquisition Opportunities (and Challenges) Ep. 13

  • In our thirteenth episode we sit down with guest Alex Chalekian to discuss:
    • Alex and Lake Avenue Financial's big announcement with Integrated Partners.
    • Alex's experience gained through previous Advisor acquisitions.
    • What opportunities and challenges can be hidden in the acquisition process.
    • Acquisition resources for Advisors.

We hope you enjoy and follow us on this journey!

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Lake Avenue Financial / Integrated Partners Announcement

Advisors Unite

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