Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Harris Baltch, Head of M&A and Capital Strategies, to talk about how advisors can prepare for M&A pre-launch, prepare for M&A post-launch, and create a credible and repeatable M&A strategy.

Powering Independence Podcast

Dynasty Financial Partners

Independence Playbook Part 7: A Credible M&A Strategy

JAN 23, 202320 MIN
Powering Independence Podcast

Independence Playbook Part 7: A Credible M&A Strategy

JAN 23, 202320 MIN

Description

Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Harris Baltch, Head of M&A and Capital Strategies, to talk about how advisors can prepare for M&A pre-launch, prepare for M&A post-launch, and create a credible and repeatable M&A strategy.