Latest / The Close M&A Podcast with Caber Hill Advisors
Ryan Evans: Where the Puck Is Going in Wealth Management
Ryan Evans, Regional Director and Partner at Merit Financial Advisors, joins Craig Castelli to discuss building Blueprint from the ground up, scaling beyond the founders, and eventually partnering with Merit. Ryan shares lessons on hiring ahead of growth, using technology strategically, preparing for a sale years in advance, evaluating deal structure, and understanding what life after a transaction can look like for business owners.
See the full episode page and read the transcript here: https://caberhill.com/podcast/ryan-evans-merit-financial-advisors
Text us your feedback, ideas, or topics…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.