Navigating the M&A Landscape for Advisory FirmsNavigating the M&A Landscape for Advisory Firms
If your firm wants to grow and scale, M&A can be the answer – if you understand the landscape. Learn how to overcome potential hurdles, identify the right tech partner and manage a smooth transition.
November 11, 2022
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Sponsored by Practifi
For financial firms looking to scale their businesses more aggressively, strategies like acquisitions, tuck-ins and advisor recruitment can be effective for expanding scope and footprint at a faster pace than organic client growth allows. But these approaches aren’t without challenges. This white paper examines M&A hurdles and provides actionable tactics for achieving aggressive growth.
Learn how to approach M&A like a journey
Discover the building blocks of a smooth M&A process
Identify the right tech partner for M&A success
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