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    Tag: Mergers and Acquisitions

    Excell 2022 Breakout – Are You Buy/Sell Ready

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    Excell Breakout Day 3 – Macro Trends in the Advisor M&A Market

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    Excell Breakout Day 3 – M&A The Art of the Deal

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    Excell Breakout Day 3 – Advisor M&A What’s Driving It and How to Participate

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    Biggest Mistakes Buyers Make in M&A

    Greg Opitz and Tom Hine talk about some of the biggest mistakes buyers can make in M&A. Download

    Classic Mistakes Sellers Make in M&A

    Greg Opitz and Tom Hine discuss classic mistakes that sellers make in M&A. Download

    The Basics of M&A Price, Terms, and Structure

    Greg Opitz and Tom Hine discuss the basics of M&A price, terms, and structure. Download

    Things to Consider When Doing Mergers and Acquisitions

    Greg Opitz and Tom Hine break down some things to consider when doing mergers and acquisitions. Download

    TMAC: A Success Story About a Merger, Rebrand, New Branded Planning Process, and Combining of Two Like-Minded Firms with Kipton Reiss and Jacob Gronewold

    Each 45- minute session is led by a member of the Carson Coaching coach team and is focused on a specific topic. We often highlight…

    TMAC: Concepts for Successful Mergers & Acquisitions with Tom Hine

    Each 45- minute session is led by a member of the Carson Coaching coach team and is focused on a specific topic. We often highlight…

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