In this episode, Nathan, Greg Friedman, and Shaun Kapusinski discuss:

• How Greg and Shaun came together to write The Financial Advisor M & A Guidebook.
• What drives a firm to consider M & A.
• How M & A can fuel growth plus facilitate succession planning.
• How people and culture define success.

 

Key Takeaways:

• Technology integration is critical in any M&A transaction.
• Don’t underestimate the need for frequent communication and ongoing recognition during and after a M & A transaction. 
• Invest the time up front to clarify roles, define transition steps and set expectations.
• Be prepared for the unexpected.

 

"M&A (mergers and acquisitions) is a pathway and opportunity for growth and succession planning." — Greg Friedman

 

Book: The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond by Greg Friedman and Shaun Kapusinski

Connect with Greg Friedman:

Greg Friedman, Founder, CEO and President

Private Ocean

100 Smith Ranch Road, Suite 300, San Rafael, CA 94903

Company Website – www.privateocean.com 

Company Facebook - www.facebook.com/privateocean/ 

Company Twitter - @_privateocean

Company LinkedIn - www.linkedin.com/company/private-ocean-wealth-management/ 

Email – [email protected] 

Twitter – @GregFriedmanCEO

LinkedIn - www.linkedin.com/in/greg-friedman-cfp/

 

Connect with Shaun Kapusinski:

Shaun Kapusinski, MBA, HCS - Director of Operations

Sequoia Financial Group

Main Office: 3500 Embassy Pkwy, Suite 100, Akron, OH 44333

Main Office Phone Number:  888 225-3777

Company Website - www.sequoia-financial.com 

Company LinkedIn - www.linkedin.com/company/sequoia-financial-group 

Email – [email protected]

Company Phone – 330 255-4349

Twitter – @shaunkap 

LinkedIn - www.linkedin.com/in/shaunkapusinski/

 

Connect with Nathan Mersereau: 

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

 

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

 

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.