Business Planning

FP Transitions CEO Brad Bueermann discusses key aspects of M&A and succession, the most important factors around multiples, valuations, and maximizing enterprise value, and more.

Rajini Kodialam, Focus Financial's co-founder and chief operating officer, discusses the M&A opportunities that exist today for RIAs.

Matt Blocki left the insurance broker/dealer world to build Equilibrium Wealth, allowing him to step away from being “product-driven” and focus instead on being “client-driven.”