2024 Advisor Mid-Year M&A Update
Watch the Replay Related Resources For Advisors Seeking Acquisitions Practice Acquisition Checklist → For Advisors Ready to Enter the Marketplace Our 2024 Mid-Year M&A Infographic Report → For Growth-Minded Advisors Guide to Increase the Value of Your Business → For Advisors Preparing to Sell or Transition 5 Things To Do Before You Sell Your Business → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
Steve Woods & Kathryn Lichty
Barry Leslie
Jennifer Kilby
Nick de Freitas & Jon Lawry
Rex Brenton & Karen Curry
Amanda Johnson & Carolyn Nolan
Strategies for Building Enduring Wealth Advisory Firms With Ray Sclafani Part 2 (Ep. 20)
Strategies for Building Enduring Wealth Advisory Firms With Ray Sclafani Part 1 (Ep. 19)
Watch the Replay Related Resources 2025 Advisor M&A Report Check Out our Press Release→ Succession Readiness Checklist Check Out the Checklist→ Selling Your Practice with Expert Advocacy Watch the Replay → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
Can’t Find Top Talent? No Problem, You Can ‘Build’ It! (Ep. 18)