Beyond the Math

Based on Buckingham’s success conducting and on boarding more than 30 transactions (including more than 60 advisors and 4,000+ clients) during the past few years, this interactive presentation brings to life dozens of recommendations and lessons learned to benefit RIA owners and advisors seeking to explore their options. Shannon and Wendy share stories told through three lenses — perspectives of the constituents most important to any transaction: RIA owners, employees and clients. These perspectives are shared across the four phases of any transaction:
1) Consideration
2) Determination
3) Integration
4) Affirmation