Inside the Deal Part 3: Closing

Update: 2021-05-24

Description

Inside the Deal Part 3: Closing

Zero in on negotiating & closing RIA deals, and learn best practices for RIAs contemplating a sale. In Part 3: Closing, Harris Baltch, Dynasty Head of M&A and Capital Strategies, is joined by Marty Bicknell, CEO of Mariner Wealth Advisors, to discuss how to negotiate and close RIA M&A successfully. Join the two as they delve into how to close deals in a virtual world, how a buyer can differentiate themselves from the pack, repeatable M&A tactics to move a deal from signing to closing and much more.

Comments

In Channel

Inside the Deal Part 4: Integration

2021-06-0945:48

Inside the Deal Part 3: Closing

2021-05-2427:45

Inside the Deal Part 2: Execution

2021-05-1249:46

Inside the Deal Part 1: Deal Readiness

2021-04-2840:43

Getting the Inside Scoop on the Independent Space: A Conversation with Ben Harrison

2021-08-1942:15

How to Find and Keep the Best Talent within Your Organization

2021-07-0801:01:02

Improving Your Communication as a Leader

2021-03-2256:02

Trends in the Off-Shore Advisory Space

2021-03-0952:29

Hungry, Humble, Smart

2020-12-1701:04:05

What it means to be a "Schwabie" - Examining the Powerful Culture of Charles Schwab through the Stories of its People

2020-11-0501:00:49

Making the Uncomfortable, Comfortable: How to Discuss the Meaning of Wealth as a Financial Advisor

2020-09-2847:22

Homemade Volcanoes, Zoom Calls, and Snap Filters: Managing Work-Life Integration in Today's Environment

2020-09-0101:07:26

A Differentiated Business Model for Differentiated Clients: How Intellectus Built a Firm for Entrepreneurs

2020-07-1401:00:50

Operational Excellence

2020-06-1001:00:16

Into the Great Wide Open: Perspectives of the Advisor Transition Process from the Front Lines.

2020-05-1956:35

Hitting the Right High Note: A Conversation with one of the Founders of High Note Wealth

2020-05-0501:07:30

Entering the Matrix: A View from Inside the Future of Wealth Management

2020-04-2155:48

How Does The Math Work?

2020-04-0601:00:04

Providing Financial Advice In the Middle of the Corona Virus Outbreak and Market Volatility

2020-03-2342:30

Making Change Count

2020-03-1048:16

00:00

Inside the Deal Part 3: Closing

Dynasty Financial Partners

#box-pro-ellipsis-176197005035675{-webkit-line-clamp:2;}Inside the Deal Part 3: Closing

Inside the Deal Part 3: Closing

Dynasty Financial Partners

Inside the Deal Part 3: Closing