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Attracting tuck-ins can be a powerful and cost-effective way to grow your firm quickly and efficiently. Tuck-ins can enhance the value of your business while gaining new expertise, extending your geographic reach and expanding your client base.
New avenues of growth can lead you down a road of questions that must be answered before taking the first step: Is your business is ready to expand? What factors do you need to consider prior to expansion to insure a smooth transition to a larger firm? And what’s required to ensure a smooth expansion?
It’s important to approach your firm’s growth and acquisitions with a strategic mindset and thoroughly evaluate the benefits and risks. Join us as we:
• Talk through the key factors that improve your chances in expanding your firm with as little disruption as possible.
• Offer first-hand knowledge on what you can expect when your company is ready to expand its footprint.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Rob Bartenstein
Senior Director and Chief Executive Officer
Kestra Private Wealth Services
Davis Janowski – Host
Senior Technology Editor
WealthManagement.com
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