))
Designing a Deal: How Advisory Firm Buyers and Sellers Can Prepare for an M&A Transaction
Manage episode 353025391 series 3324283
Contenuto fornito da Dimensional Fund Advisors. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dimensional Fund Advisors o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Allen Darby of Alaris Acquisitions and Jason Carver of Pure Financial Advisors have sat on both sides of the M&A table and experienced some of the recent, record-breaking years of deals done across the wealth management industry. They share their thoughts on when and how to start planning for a deal and searching for a partner, what each side considers deal breakers, and why you should always be prepared to sell. If you are buying, selling, merging, or simply beginning to think about the future of your firm, their insights could provide valuable information for taking those next steps.
45 episodi
Condividi
