Five Actions Advisors Can Take Today to Position Their Firms for a Successful Merger, Acquisition, or Sale

Managing Your Practice

English - January 13, 2021 17:00 - 43 minutes - 59.8 MB - ★★★★★ - 20 ratings
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Despite the challenges of 2020, the year closed with M&A activity at a record-setting pace and no signs of slowing going into 2021. Whether advisors are interested in selling all or a portion of their businesses, there are important steps they can begin to take today to help maximize their valuation in the future and ensure they find the right partner. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Scott Slater of Fidelity Institutional to discuss M&A trends and best practices in the industry.

You can listen to Fidelity’s podcast, Future Ready through M&A, hosted by Scott Slater here.