The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


Building Your Business Today as if You’re Selling it Tomorrow

June 28, 2018

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.