Key Topics Covered:
-What buyers can do to become “preferred” with intermediaries and sellers.
-Timeline expectations from LOI to purchase agreement.
-How financing, compliance, and legal factors can stall (or kill) deals.
-Why CRM/data integration is often overlooked - but critical.
-The power of clear workflows, automated systems, and back-end earnout strategies.
-When and why it’s smart to “overpay” for the right practice.
Tune in to learn how to protect your transaction, accelerate integration, and ensure long-term success.
Whether you're a financial advisor considering a future exit or a buyer looking to scale smart, this episode will give you practical insights into how to successfully close - and integrate - a wealth management practice.
