Inside the Deal Part 3: Closing

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Zero in on negotiating & closing RIA deals, and learn best practices for RIAs contemplating a sale. ​​​​In Part 3: Closing, Harris Baltch, Dynasty Head of M&A and Capital Strategies, is joined by​​​​​​ Marty Bicknell, CEO of Mariner Wealth Advisors, to discuss how to negotiate and close RIA M&A successfully. Join the two as they delve into how to close deals in a virtual world, how a buyer can differentiate themselves from the pack, repeatable M&A tactics to move a deal from signing to closing and much more.

LISTEN TO PART 1 | LISTEN TO PART 2

LISTEN TO ADDITIONAL PODCASTS IN THIS SERIES

 

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