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On-Demand Fireside Chat

The Framework for a Successful
Transition & Integration

 

Consolidation is happening all over our industry, so one doesn’t have to look far to see M&A occurring among advisors, FinTechs, broker/dealers, and custodians alike. Some of these transitions have gone well; others have left the clients of these businesses scratching their heads, looking to alternatives after the integrations didn’t go as planned. In this Fireside Chat, we will talk about the lessons learned from advisors - and their success stories.

Join Scott Leak, CFP®, James Fisher, JD, Eric Leeper, CFA and Liv Olson, ACC as they dive into the nuances of a seamless M&A transaction and integration.

 

M&A is a journey - make sure you have a map.

Understanding the intricacies of M&A transactions and exploring all available options is paramount for advisors. By learning from past experiences, embracing human capital as a driving force, and adopting a structured approach to transition and optimal integration outcomes, advisors can navigate M&A endeavors successfully. That's why clients turn to our professionals who do this every day. 

Get Started

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