What You Need in Place in Order to Acquire Another Firm

Posted on April 28, 2021

You wouldn’t create a financial plan without a thorough understanding of your client’s goals and a researched game plan that aligns with that vision. Have you given your firm’s growth goals the same care?

Jason Carver, Managing Director of Mergers and Acquisitions, and Mike Wieger, Mergers & Acquisitions Manager, answered your big questions during our conversation-driven webinar.

Listen in to “What You Need in Place in Order to Acquire Another Firm” for a conversation centered on:

• Firm valuations
• Understanding of your firm’s strengths, commitments and goals
• Your ideal advisor and deal structure
• How to build a network and relationships
• And more!

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