Day In A Canoe Podcast
020 Greg Friedman: CEO of Private Ocean & Shaun Kapusinski: Director of Operations of Sequoia Financial
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:22:24
- More information
Informações:
Synopsis
In this episode, Nathan, Greg Friedman, and Shaun Kapusinski discuss: How Greg and Shaun came together to write The Financial Advisor M & A Guidebook. What drives a firm to consider M & A. How M & A can fuel growth plus facilitate succession planning. How people and culture define success. Key Takeaways: Technology integration is critical in any M&A transaction. Don’t underestimate the need for frequent communication and ongoing recognition during and after a M & A transaction. Invest the time up front to clarify roles, define transition steps and set expectations. Be prepared for the unexpected. "M&A (mergers and acquisitions) is a pathway and opportunity for growth and succession planning." — Greg Friedman Book: The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond by Greg Friedman and Shaun Kapusinski Connect with Greg Friedman: Greg Friedman, Founder, CEO and President Private Ocean 100 Smith Ranch Road, Suite