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Our Process

To determine whether there is an appropriate fit between KG Advisors and a prospective strategic partner, both parties collaborate on a five-step process that encompasses initial goals assessment through the actualization of the partnership:



To learn more, please contact our office today at 1-800-542-4916 or email info@cpa-ria.com for a more detailed discussion about our model and unique process.


Read More: Partner Profile

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