Inside the Deal Part 1: Deal Readiness

How do RIAs know if they are M&A ready? How are deals sourced? Harris Baltch is joined by Mark Tibergien, Founder of Mark Tibergien Insights, former CEO of Pershing Advisor Solutions and current Board Member of Pathstone Family Office, and Brad Armstrong, Partner at Lovell Minnick Partners, to delve into the key criteria for ‘M&A deal readiness’, how to access the best COIs for originating high quality M&A opportunities, and more.