You heard the news, your firm just sold and now comes the chaos?!

In this episode we help you understand what to do and how to manage an acquisition of your broker-dealer. 

Before the cold calls and glossy decks push you into a rushed decision, slow everything down and let us map a clear path through your consolidation. Jeff Nash, CEO and co‑founder of BridgeMark Strategies joins me to discuss the realities (what actually changes, matters most, and how to protect your momentum while you evaluate your options).

We start with context: consolidation isn’t new, and it isn’t always bad. Many advisors ultimately land in a better place, whether they stay or move ,when they use the time between announcement and close to run disciplined due diligence. 

Culture and feel, business fit and support, and financials. Yes, payouts and economics matter, but they can’t compensate for a platform that doesn’t fit your workflows, compliance needs, or client service model. You’ll hear practical ways to define must‑haves and deal breakers, score platforms against your priorities, and keep clients confident through the noise.

We also get real about transitions. Even the best integrations create friction: Data mapping, new tools, service queues, and human error. Plan for a 90–120 day capacity dip and communicate early with top households. We share the metrics and proof points to demand from acquirers and recruiters, how to separate spin from substance, and why “loyalty” should be mutual, not a one‑way slogan. If you’re considering a move, we outline how a seasoned, unbiased consultant can compress your learning curve, normalize economics, and help you make a choice you can defend to clients and partners.

If this conversation helped you think clearly about your next move, subscribe, share with a colleague, and leave a quick review. 

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