Practifi eBook

Navigating the M&A Landscape for Advisory Firms

Tips for creating a repeatable, measurable M&A process in wealth managment

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 eBook examines M&A hurdles and provides actionable tactics for achieving aggressive growth.

In this guide, you’ll learn:

  • How to approach M&A like a journey
  • To discover the building blocks of a smooth M&A process
  • How to identify the right tech partner for M&A success
Get your free copy.