Advisor M&A – How Your CRM Powers Communication and Confidence as a Buyer/Seller

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As the financial services industry evolves, more companies are looking to acquire RIA firms and bring on advisors with the goal of growing their business. At the same time, many firms are looking to prepare their practice for sale down the road and provide a smooth transition for their clients. M&A activity has risen 237% from 2019 to 2023 – evidence that this is a hot topic.*

Join Shawn Preisler, SVP of Revenue, and Andrew Ladwig, Director of Business Development from team Wealthbox as they present how a CRM system can help throughout the M&A process. They’ll share best practices for those on both ends of a deal with actionable ideas to help buyers and sellers prepare for important conversations in the future. This webinar will cover:

  1. Why your CRM system is a key momentum booster for buyers and sellers
  2. How M&A buyers can use CRM as the core of their tech “ecosystem”
  3. How M&A sellers can use data and insights to communicate their firm’s value
  4. Best practices for getting your CRM in order as a buyer or seller

*Stats based on M&A study results found here


Shawn Preisler

SVP of Revenue


Andrew Ladwig

Director of Business Development


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