Tag: transition

Tobias Financial Advisors in the Journal of Financial Planning

For Matthew and Marianela, taking the helm at Tobias Financial Advisors was a dream come true. Read about how they used their knowledge of succession planning to ensure a smooth transition in “NexGen Acquisition Success: Partnership, Patience, and Teamwork,” printed in the September 2017 issue of the Journal of Financial Planning. —– Hyperlinks on this […]

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