26TOT-12V: Merge Ahead: The Road Map to Strategic Acquisitions, Succession Plans and Internal Equity Transfers

Strategic acquisitions offer a powerful way for newer advisors to scale and seasoned advisors to plan a successful exit — if you know how to do it right. Brotman shares a practical road map for sourcing, evaluating and integrating firms and advisors, so you can spot the right opportunities, assess businesses beyond revenue, prioritize culture and client fit, and think like a future seller while buying today. - Eric David Brotman, CFP, AEP