How Video can Impact Your 2023 Growth Strategy
Includes Q&A - with Duncan, Laura, and Sharon
Tuesday, February 21st at 12 pm ET
Top advisors today are using video as a key component in their growth strategy. Digital media has become one of the most important ways to communicate with clients and prospective clients.
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Always On with Duncan MacPherson Podcast - Episode 27
2022-09-08 • 20 second read

How to Find Your Ideal Match in M&A with Katie Bruner

Purchasing power, operational processes, client experience, core values…There are several nuances you might consider while screening potential buyers/sellers.

Such due diligence is key to finding your ideal match in M&A.

In this episode, Duncan MacPherson talks to Katie Bruner, managing partner at SkyView Partners. They share the ultimate “acquisition checklist” that helps buyers in winning deals and sellers in weeding out unqualified purchasers.

Katie discusses:  

  • Key factors (both financial and non-financial) that affect your ability to secure M&A deals
  • How to ensure greater client retention after an acquisition
  • The “intent, consent, implement” process of finding the right-fit partner
  • How current market volatility is influencing the M&A landscape
  • And more

Tune in now (or download it for later!) by clicking here:

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