Makari Group, LLC introduced a new dashboard and library feature allowing users to build live, data-connected reports directly from their CRM and share them as a hosted link that updates in real time.

We would like to partner with you in our areas of expertise: -Guiding advisors to firms that will alleviate their pain points and leverage their growth. -Guiding Enterprises on recruiting strategies and acquisitions. -Finding nextgen advisors and creating Succession Plans for those looking to retire. -Succession Plan for those looking to retire. -Finding the right buyer for advisors looking to sell their book of business. -All aspects of Enterprise M&A: finding acquisition candidates, setting up financing, introduction to equity partners, negotiating the deal and helping on execution. -Introduction to cutting edge client acquisition technology using AI for better leverage and quality leads.