Day in a Canoe Podcast: 020 Greg Friedman: CEO of Private Ocean & Shaun Kapusinski: Director of Operations of Sequoia Financial

020 Greg Friedman: CEO of Private Ocean & Shaun Kapusinski: Director of Operations of Sequoia Financial

Mar 12, 2019

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

Connect with Greg Friedman:

Greg Friedman, Founder, CEO and President

Private Ocean

100 Smith Ranch Road, Suite 300, San Rafael, CA 94903

Company Twitter - @_privateocean

Twitter – @GregFriedmanCEO