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Episode 108: Post Merger Integration with Matt Sonnen

Released Wednesday, 17th February 2021
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Matt Sonnen is the founder and CEO of PFI Advisors. He provides strategic operational consulting in the RIA industry and helps existing RIAs tackle various operational and strategic issues that they encounter as they continue to grow. In this episode you will learn how important it is to think through post merger integration and understand that the work is not done when the deal has been made! Additionally, you will learn about:

  • Obstacles that may arise with systems and operations
  • Industry Trends and effects from COVID
  • Levels of growth and how to evolve your business model
  • Top 5 mistakes buyers make when integrating acquisitions
  • And more!


Listen to the DealQuest Podcast today!

For more information from Matt Sonnen: https://pfiadvisors.com/

Website: https://www.coreykupfer.com/
LinkedIn: https://www.linkedin.com/in/coreykupfer/
Facebook: https://www.facebook.com/CoreyKupfer
Twitter: https://twitter.com/coreykupfer

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