Succession. Acquisition. and Culture.
An interview with industry veteran John Napolitano of Napier Financial. We go deep on his experience in the areas of succession planning, acquisitions, and building a firm to thrive through the next generation.
This is one of the biggest topics I’m seeing come up with top advisors who are at toward the top of the industry.
Whether it’s making acquisitions or preparing to sell, the industry is changing rapidly. Advisors can’t afford to be late to the long term strategy world. John’s deep experience through acquisitions and exits is invaluable here. I hope you appreciate it as much as I did.
If you’re thinking about your exit plan:
I’m here to help you identify what kind of options are possible
We’ll help you identify what your ideal buyer prioritizes in acquisitions
When the time comes, we help you find culture-fit, financial-fit acquisition options.
If you’re thinking about making an acquisition:
I’ve met a growing number of established practices that would like to explore a small number of very selective acquisitions over the next few years. If that’s you, we are here to help you source and vet opportunities that are the right fit for your firm, vision, and logistics.
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