WEST REGION: Denver Local Group presents Firm Buyouts and Mergers
For more information, please visit the Denver Local Group Community page.
Presenters:
Brandon Kawal, Partner at Advisor Growth Strategies and Jennifer Goldman of My Virtual COO
Brandon Kawal:
Leads client M&A and management consulting engagements, thought leadership, and research at Advisor Growth Strategies.
He specializes in guiding advisory businesses through pivotal strategic decisions, whether navigating internal succession or exploring M&A opportunities in the external market.
A recognized voice in the industry, Brandon regularly writes about pressing issues such as RIA M&A trends and the evolving next-generation talent landscape. He authors and directs AGS’s annual M&A study, The RIA Deal Room, which earned Industry Research Initiative of the Year at the 2021 Wealth Management Industry Awards. His perspectives are frequently featured in leading outlets including WealthManagement, Barron’s, Citywire, ThinkAdvisor, and AdvisorHub. Brandon has also been named a ThinkAdvisor Luminary in Dealmaking and Growth and honored as an InvestmentNews 40 Under 40.
Jennifer Goldman:
Has over 30 years of experience working with service firms to bring them into operational efficiency. She's spoken several times at NAPFA conferences and works with many financial advisors, specifically NAPFA advisors. Her education includes business finance and MBA classes through Boston College, Boston University's CFP(R) Program, and Northeastern University's Enrolled Agent program.
Jennifer started MyVirtualCOO in 2007.
Program Summary:
Brandon will be presenting on the nuts and bolts of mergers and acquisitions.
Jen will be presenting on how to successfully merge or scale from an operational standpoint.
Learning Objectives:
Kawal:
• The current M&A landscape
• Valuation Trends
• Deal Structures
• How to Prepare
• Defining the Ideal Partner
Goldman:
How to merge successfully with lower effort, friction, costly missteps
• People Alignment - ARC
• Productivity Alignment - Lean Processes (Tech Map, IDEOS) and Productive Communication (Comm Map, Weekly Productive Team Meeting, Quarterly State of Company Meeting)
• Profit Alignment - PL Projection, Napkin Projection, Compensation Projection
• Growth Alignment - Marketing externally and internally, Bus Dev COIs, Sales