Authentic Deal-Making

Being Prepared to Acquire Another Firm

For many financial advisory firms, bigger is better.

One of the best ways to increase a practice’s scale and profitability is to acquire another firm.

But just because advisers want to make acquisitions, it doesn’t mean they’re ready.


Read the full article on the Wall Street Journal.

Corey Kupfer is an expert strategist, negotiator and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author and professional speaker who is passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.

If you want to find out how deal-ready you are, take the Deal- Ready Assessment today!