Powering Independence Podcast

Powering Independence Podcast


Independence Playbook Part 7: A Credible M&A Strategy

January 23, 2023

Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Harris Baltch, Head of M&A and Capital Strategies, to talk about how advisors can prepare for M&A pre-launch, prepare for M&A post-launch, and create a credible and repeatable M&A strategy.