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View profile for Matt Sonnen, graphic

Chief Operating Officer | Creator, The COO Society | Host, The COO Roundtable podcast

In my latest article for WealthManagement.com, I write, "While M&A can drive AUM numbers higher, it is crucial to ensure that your firm is managing its current processes and supporting your existing clients before pursuing an inorganic process." https://lnkd.in/gUERMbAR

Get Your Organic Growth Process In Order Before Pursuing M&A

Get Your Organic Growth Process In Order Before Pursuing M&A

wealthmanagement.com

Lyle Sussman

professor at university of Louisville

2mo

Bravo Unless M&A creates synergy (1+1=3), you will simply be doubling the workflow but not the value.

Amy DeTolla

Wealth Transformation Leader & Connector | M&A Strategy | Venture Partner |Wealth Tech Accelerator|Wealth Platform Design & Execution

2mo

I agree Matt. Firms who want to have real success in M&A should have their firm and processes very tight in addition to a well planned integration roadmap. Most deals create more effort and disruption and miss the mark on scale. That's where people like us can help ✨👍

Steven Tenney

I help leaders of independent wealth management firms and advisors considering independence transform and optimize their business | Coach | Consultant

2mo

Matt- Thanks for the article. You point out quite a few elements needed before an M&A effort. Those same elements are needed for organic growth as well. I believe it's a fallacy to think a firm is aligned behind organic or inorganic. The necessary ingredients are nearly identical.

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