Feb 16, 2022
With all the news and headlines surrounding the RIA acquisition market, I wanted to cover a 2022 update, so in this episode, we welcome Nathan Kubik, CEO of Transform Wealth, a $1.8B RIA headquartered in Denver. Transform has been very focused on both organic growth and acquisition growth, and the perspective Nathan has is invaluable. We dive into what makes a sound acquisition opportunity, how not to disrupt culture, and what smaller advisors can do to grow into a merger opportunity.
More on Transform: https://transformwealth.com/