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Part 4

Integration

Zero in on how to integrate an RIA, a new team, or a new advisor into your firm. In Part 4: Integration, Harris Baltch is joined by Jack Petersen, Co-Founder and Managing Partner of Summit Trail Advisors. With 9 M&A deals completed since launching their firm, Summit Trail has deep experience in structuring transactions and integrating advisors and teams into their business. Join the two as they delve into integration best practices, common pitfalls that buyers should be aware of to be successful on their next deal and more.

Previous episodes

Part 3

Closing

Zero in on negotiating & closing RIA deals, and learn best practices for RIAs contemplating a sale. In Part 3:…

Part 2

Execution

Zero in on RIA deal execution behind closed doors and learn best practices for RIAs contemplating a sale. Harris Baltch,…

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,…