|
INSIDE THE DEAL M&A PODCAST | |
| |
Part 1: Deal Readiness | |
Harris Baltch | |
How do RIAs know if they are M&A ready? How are deals sourced? Dynasty's Harris Baltch is joined by Mark Tibergien, former CEO of Pershing Advisor Solutions, and Brad Armstrong, partner at Lovell Minnick Partners, to delve into the key criteria for M&A deal readiness, how to access the best COIs for originating high quality M&A opportunities and more. LISTEN |
| |
| |
| |