Powering Independence Podcast

Independence Playbook Part 7: A Credible M&A Strategy


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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.

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Powering Independence PodcastBy Dynasty Financial Partners

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