According to a recent WealthManagement.com industry survey, RIA mergers and acquisitions are hitting record numbers as the growing population of aging business owners are getting ready for their golden years. For opportunistic firms, M&A has become a key strategy to turbo charge growth. However, how to maintain client loyalty and cultural compatibility is critical for post M&A success. Professional buyers are leveraging their operational efficiencies and robust infrastructure to create a smooth onboarding process for acquired clients and staff. Join this lively webinar for an insightful discussions with industry veterans on key strategies that will create business synergies and profits via M&A deal making.
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*CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
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