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Submit Deal

Cover Image David Pan

David Pan

Marketing and Brand Manager at Succession Resource Group

Financial Advisor

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Total Deals1

Valued Deals0

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09 Apr 2020|United States|Diversified Financials

Target: COE FINANCIAL SERVICES

Bidder: CREATIVE PLANNING INC

4 Service Providers

2 Target | 2 Bidder

5 Dealmakers

3 Target | 2 Bidder

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