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Scaling Up: Using Tuck-Ins To Expand Your Local and Regional Footprint

Available On Demand

Attracting tuck-ins can be a powerful and cost-effective way to grow your firm quickly and efficiently. Tuck-ins can enhance the value of your business while gaining new expertise, extending your geographic reach and expanding your client base. 

New avenues of growth can lead you down a road of questions that must be answered before taking the first step: Is your business is ready to expand? What factors do you need to consider prior to expansion to insure a smooth transition to a larger firm? And what’s required to ensure a smooth expansion? 

It’s important to approach your firm’s growth and acquisitions with a strategic mindset and thoroughly evaluate the benefits and risks. Join us as we:

• Talk through the key factors that improve your chances in expanding your firm with as little disruption as possible. 
• Offer first-hand knowledge on what you can expect when your company is ready to expand its footprint.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by





Rob Bartenstein
Senior Director and Chief Executive Officer
Kestra Private Wealth Services


Scott Wilson
Senior Managing Director and COO
Kestra Private Wealth Services


Davis Janowski - Host
Senior Technology Editor




TAGS: Resources