Financial Advisor IQ: "Four Steps to Ensure a Smooth Acquisition for Your Firm"


Author: Brian Parker

I have been fortunate enough to see EP Wealth Advisors grow into a large firm with many colleagues, some of whom have joined our team through acquisition. For those advisors, they had to evaluate their business and decide what was the best path forward for their clients, employees, and them. Having played a role in a few transitions, I have pulled together my thoughts on how to go about that process.

Financial Advisor IQ published one of my articles Four Steps to Ensure a Smooth Acquisition for Your Firm” where I was able to discuss the four best practices that will help benefit the transition of an advisors’ firm. Give it a read and let me know what you think!

If you’re an advisor thinking of joining our firm, feel free to reach out to me anytime!

When can you retire? The Retirement Planning Guide for People Who Don’t Want to Work Forever

Subscribe Here!