The Advisory M&A Playbook
Legacy Builders
In this episode of Legacy Builders, titled "The Advisory M&A Playbook," I delve into the transformative wave of mergers and acquisitions reshaping the financial advisory landscape. With the aging advisor demographic and increasing regulatory pressures, M&A has become the go-to succession plan for many. I explore why consolidation is now essential for both sellers aiming to secure their legacy and buyers seeking rapid growth. We discuss crucial steps for sellers, including defining objectives and preparing for sale readiness, while buyers learn about valuation strategies and risk management. The episode also highlights the importance of client retention, effective communication, and seamless integration to ensure a successful transaction. Join me as we navigate this complex yet rewarding journey of advisory M&A.
Loading