Eide Bailly Forms Wealth Management Partnership With PE-Backed Sequoia Financial Group
CPA Practice
AUGUST 28, 2024
Top 20 accounting firm Eide Bailly has struck a deal with Akron, OH-based registered investment advisor Sequoia Financial Group, in which Sequoia Financial acquires Eide Bailly’s wealth management practice and Eide Bailly takes an equity stake in Sequoia. The firms expect the transaction to close in the fourth quarter.
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