Business is booming.

Scaling Up: Using Tuck-Ins To Expand Your Local and Regional Footprint

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



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