From Deal to Done: The Smooth Succession Timeline

Key Topics Covered: -What buyers can do to become “preferred” with intermediaries and sellers. -Timeline expectations from LOI to purchase agreement. -How financing, compliance, and legal factors can stall (or kill) deals. -Why CRM/data integration is often overlooked - but critical. -The power of clear workflows, automated systems, and back-end earnout strategies. -When and why it’s smart to “overpay” for the right practice. Tune in to learn how to protect your transaction, accelerate integration, and ensure long-term success. Whether you're a financial advisor considering a future exit or a buyer looking to scale smart, this episode will give you practical insights into how to successfully close - and integrate - a wealth management practice.