Build Your Business Today as if You're Selling it Tomorrow

Why is M&A so important? And how do you best position your firm for M&A success?

After years of strong growth, many successful independent businesses find themselves at a plateau. Inorganic growth – via mergers and acquisitions (M&A) or recruiting – offers these firms a way to expand into new markets, improve buying power, gain scale and capture operating leverage. M&A can also increase the metrics on which the valuation of the business is based, and help solve for succession .

Although every wealth management firm fancies themselves a buyer, most fail in their efforts to recruit or acquire. In this episode, Mindy explains what prospective buyers must identify and solve for to successfully attract potential sellers, including:

What is your firm’s value proposition?

Is your infrastructure robust enough to support added growth?

Have you identified your next generation?

How will you access the capital for the deal?

And, most importantly, what are you looking to solve for?

By being able to demonstrate why a prospective seller would grow faster with you than without you, your firm will be better positioned for M&A success, and poised to build a business with real enterprise value.