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Professional Business Management
In PWD coverage since September 18, 2026 · 1 story
1Deals on our tracker
Deal recordFull tracker →
Aug 30, 26Deal closedSavant Wealth Management · Summit CPA Group
PWD coverage
The Close
Apella's two deals show the RIA buyer's real target: staff, not clients
A four-decade practice and an eight-year-old one cleared into the same platform in the same week, while Savant bought tax capacity, Carson counted offices and LPL lifted a FiNet team.