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Discover valuable insights from the latest research conducted by Wealth Management IQ on behalf of Cambridge Investment Research, Inc. Discover a landscape of optimism surrounding rising firm valuations, supported by favorable market conditions.

Despite initial concerns, the M&A scene boomed throughout 2023, with numerous firms seizing transaction opportunities. Expectation is building for a sustained valuation increase in 2024, driven by promising growth prospects.

This report will explore:

• How advisors' perspectives are evolving
• Discover a noticeable shift towards salespeople
• Cultural alignment and the price of deals

Download the report.