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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Tax Considerations Be mindful of tax implications related to your goals. Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting.

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Tax Considerations Be mindful of tax implications related to your goals. Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting.

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Top 25 Lower Middle Market Investment Banks | Q1 2023

Axial

These league tables can serve as an information resource for business owners and investment firms who are actively seeking to hire a vetted M&A advisor to assist them in navigating exit strategy. We work closely with our client’s financial and legal advisors.

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Top 25 Lower Middle Market Investment Banks | Q3 2023

Axial

We offer a full range of transaction and advisory services, guiding our clients through sell-side transactions and exit strategy planning, growth through acquisition, debt restructuring and corporate recapitalization.” Our fees are 100% performance based paid at close of transaction.”

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Top 25 Lower Middle Market Investment Banks | Q2 2023

Axial

We work closely with our client’s financial and legal advisors. Sun M&A brings extensive, broad based expertise, yielding the greatest probability of a successful sale with a maximum net after-tax yield.” Our principals have closed mergers and acquisitions totaling over $2 billion in total corporate transactional value.