Navigating M&A Decisions in a Changing Advice Landscape
About this episode
The episode discusses the driving factors behind mergers and acquisitions in the financial advice industry and offers insights for advisors on growth and transition.
What's really driving mergers and acquisitions in the financial advice industry today? In this episode, Dimensional's Head of Practice Management, Catherine Williams, is joined by Chris Frieden and Brian Hamburger for a conversation on M&A, succession planning, and the role of outside capital in the industry. They unpack how buyer expectations are evolving, why preparation matters long before a transaction, and where firm owners can create or protect long-term value. The discussion offers practical perspective for advisors thinking about growth, transition, or independence in an increasingly competitive landscape.
More episodes of Managing Your Practice
- Leading Through Change: Human Leadership in the Age of AI
- Managing Family Wealth: Moving Beyond the Portfolio
- The Strategic Role of Boards in Today's Advisory Firms
- Strengthening Your Service Offering: How Brand Strategy Can Support Firm Growth
- Strengthening Your Service Offering: The Role of Annuities
- Practice Management Year-End Wrap-Up
Explore listener stats, chart rankings, contacts and more on the Managing Your Practice podcast page.