The Growth Playbook—Straight from the Source
What does it really take to build a high-performing, growth-minded advisory firm that is sustainable now and well into the future? One of the industry’s fastest-growing firms, Wealth Enhancement Group, will share what’s working, what’s changing, and how M&A is affecting it all.
Join industry leaders Jim Cahn, Chief Strategy Officer, at Wealth Enhancement Group, Eric Leeper, CFA, CFO, at FP Transitions and moderated by Suzanne Siracuse, industry consultant and advocate for advisory firm growth. Together, they’ll break down the strategies and decisions that drive sustainable growth, including the balance between organic expansion and strategic acquisitions, and how to maintain momentum as your firm scales.
Discussion points include:
- The key drivers behind Wealth Enhancement Group’s growth and how they can apply to your firm
- Considerations around a merger, sale or partnership
- What acquirers look for during M&A and how to prepare your firm for opportunities
- Why valuation is critical for more than just an exit plan
- How to navigate the complex M&A support ecosystem (brokers, bankers, consultants) to your advantage
This session will equip forward-thinking advisors and firm leaders with insights on how to grow intentionally, build enterprise value, and position their firms to thrive in a rapidly evolving marketplace.