Business
In this episode, Nathan, Greg Friedman, and Shaun Kapusinski discuss: How Greg and Shaun came together to write The Financial Advisor M & A Guidebook. What drives a firm to consider M & A. How M & A can fuel growth plus facilitate succession planning. How people and culture define success. Key Takeaways: Technology integration is critical in any M&A transaction. Don’t underestimate the need for frequent communication and ongoing recognition during and after a M & A transaction. Invest the time up front to clarify roles, define transition steps and set expectations. Be prepared for the unexpected. "M&A (mergers and acquisitions) is a pathway and opportunity for growth and succession planning." — Greg Friedman Book: The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond by Greg Friedman and Shaun Kapusinski Connect with Greg Friedman: Greg Friedman, Founder, CEO and President Private Ocean 100 Smith Ranch Road, Suite 300, San Rafael, CA 94903 Company Website – www.privateocean.com Company Facebook - www.facebook.com/privateocean/ Company Twitter - @_privateocean Company LinkedIn - www.linkedin.com/company/private-ocean-wealth-management/ Email – Greg.Friedman@privateocean.com Twitter – @GregFriedmanCEO LinkedIn - www.linkedin.com/in/greg-friedman-cfp/ Connect with Shaun Kapusinski: Shaun Kapusinski, MBA, HCS - Director of Operations Sequoia Financial Group Main Office: 3500 Embassy Pkwy, Suite 100, Akron, OH 44333 Main Office Phone Number: 888 225-3777 Company Website - www.sequoia-financial.com Company LinkedIn - www.linkedin.com/company/sequoia-financial-group Email – skapusinski@sequoia-financial.com Company Phone – 330 255-4349 Twitter – @shaunkap LinkedIn - www.linkedin.com/in/shaunkapusinski/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.