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Two Silicon Valley RIAs marry their practices to lay the groundwork for succession

The merger key was that Kevin Tanner wanted John Dolan and not just his book of business

Author Brooke Southall July 13, 2010 at 6:55 AM

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Kevin Tanner and John Dolan sip champagne after signing a long-term deal.

David Selig

Kevin Tanner

Advice Dynamics Partners

Saratoga Research & Investment Management

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