M&A Mastermind: Smart Strategies for Growth
Includes Q&A - with Duncan
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Have you been thinking about buying another practice to fuel your growth? Or maybe you've heard about tuck-ins-bringing in smaller advisors to scale quickly. Either way, growing through M&A might sound like the perfect strategy... but how do you actually make it work?
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Build Something Scalable, Process-driven, and Sustainable
2024-12-10 • 20 second read

Even if selling isn't your endgame, structuring your business like it's for sale forces you to build something scalable, process-driven, and sustainable.

Why does this matter?

  • You gain clarity in roles and responsibilities.
  • Processes reduce reliance on any one person.
  • The client experience becomes repeatable and exceptional.

A scalable business doesn't just grow"it thrives.

Want to dive deeper into these insights? Check out my latest "Always On" podcast episode " AI in Financial Services: Unlocking Potential and Future Opportunities" with Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust:

Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel:  paretosys.co/ao_bb
 

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