From Advisor to CEO
Includes Q&A - with Duncan
Tuesday, December 13th at 12 pm ET
There is a shift happening right now, where advisors are dusting off old habits and mindsets, and achieving new levels of growth. Join Duncan MacPherson, in this actionable webinar, as he discusses his experiences with advisors transitioning from their traditional role to CEO.
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Always On with Duncan MacPherson Podcast - Episode 27
2022-09-08 • 20 second read

How to Find Your Ideal Match in M&A with Katie Bruner

Purchasing power, operational processes, client experience, core values…There are several nuances you might consider while screening potential buyers/sellers.

Such due diligence is key to finding your ideal match in M&A.

In this episode, Duncan MacPherson talks to Katie Bruner, managing partner at SkyView Partners. They share the ultimate “acquisition checklist” that helps buyers in winning deals and sellers in weeding out unqualified purchasers.

Katie discusses:  

  • Key factors (both financial and non-financial) that affect your ability to secure M&A deals
  • How to ensure greater client retention after an acquisition
  • The “intent, consent, implement” process of finding the right-fit partner
  • How current market volatility is influencing the M&A landscape
  • And more

Tune in now (or download it for later!) by clicking here: https://bit.ly/AODM_ep27

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