))
Buying, Selling, or Merging: Advisors’ Perspectives on Mergers and Acquisitions
Manage episode 322164073 series 3324283
Contenido proporcionado por Dimensional Fund Advisors. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dimensional Fund Advisors o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Whether you’re seeking an external partner for the purpose of retirement, succession planning, or taking your business to the next level, the merger and acquisition (M&A) process can be daunting for any advisory firm. How do you find the right partner? How do you ensure a good cultural fit for your staff and your clients? What does integration entail post transaction? Catherine Williams, Dimensional’s Head of Practice Management, is joined by Susan Strausbaugh of Buckingham Strategic Wealth and Karen Keatley of Modera Wealth Management as they discuss successful M&A experiences at their firms.
45 episodios
Compartir
