It also comes down to the structure of the business, Papike said. Was the advisor an employee? Did the advisor have their own client relationships, or did they get all their leads from the firm?
“There are a lot of situations where you can’t take any client data,” she said.
CBIZ offers tax and accounting services as well as retirement plan and advisory services. The firm is associated with Mayer Hoffman McCann P.C., a national, independent CPA firm.