Creative Planning Heads North With Kistler-Tiffany
The Deal
FEBRUARY 7, 2024
The firm is in negotiations with two other players at the moment and hopes to seal the deals by the end of the year, according to Mallouk. “We’re GS), formerly United Capital Advisers, which Goldman had scooped up in 2019 for $750 million. which provides tax accounting and management accounting for small to midsize businesses.
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