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Day in a Canoe Podcast

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...