Best Practices for Navigating Acquisitions in Financial Advisory Firms

Firm acquisitions play a pivotal role in driving growth and enhancing service offerings for financial advisory firms. Join Integrated Compliance Advisors and Wealthbox to learn about successful acquisition strategies and how to optimize the process to maximize value. 

This webinar will cover:

1. Strategies for identifying and evaluating potential acquisition targets.
2. The importance of organized CRM data in the merger and acquisition process.
3. Key considerations for conducting thorough due diligence.
4. Steps for integrating new teams and systems post-acquisition.
5. Tips for maintaining compliance throughout the acquisition process.