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Mergers, Acquisitions, Client Expectations: Interview with Alex Chalekian


We got the opportunity to sit down with Alex Chalekian, founder and CEO of Lake Avenue Financial, at one of Riskalyze’s locations in California.Aaron Klein, CEO at Riskalyze, loved picking Alex’s brain about his rich history of expansion through M&A’s among other topics. Enjoy!


 

 


We love Alex’s advice on succession planning. For more ideas on developing your own succession plan, check out our post.

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