Скачать или смотреть When Should Financial Advisors Start the M&A Process? The Earlier, The Better

When Should Financial Advisors Start the M&A Process? The Earlier, The Better

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Описание к видео When Should Financial Advisors Start the M&A Process? The Earlier, The Better

Planning to retire in 10 years? Here’s why your M&A strategy should start now.

Many firm owners wait until they are ready to transition before preparing for the M&A process. In today’s market, that delay can limit both options and value. The most successful deals happen when planning begins well before a retirement date, allowing time to align with the right cultural fit, unlock higher growth, and reduce operational risk. The earlier you start, the more flexibility you have to structure the deal that best supports your goals and maximize equity value.

In this conversation, Scott, Brad, Eric, and James share why early planning opens doors, what factors drive the right timing, and how a tailored approach can connect your firm with the right long-term partner to drive growth, alignment, and value well beyond the transition.

Watch the full discussion and learn how to transform your exit strategy: https://hubs.ly/Q03D1R2B0

#FPInsights #EquityManagementSolutions #RIA #SuccessionPlanning #MergersAndAcquisitions #WealthManagement #AdvisorSuccession

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