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In this video, Fred Barstein is joined by Peter Campagna, partner at Wise Rhino, in looking toward the future of RPA M&A transactions, revealing why some companies go to market while others hold back in consideration.

Fred and Peter discuss:

  • How M&A went from a nascent market to a hot topic in the retirement planning industry
  • What is the profile for businesses who come to market and sell 
  • The importance of looking for a good business partner over the best deal when selling a business

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