Episode Details

What does a successful merger or acquisition look like—and what should business owners consider when exploring an opportunity? On the latest episode of What’s Trending, host Amanda DePalma sits down with Daniel Ahearn, APMA®, Financial Advisor & Vice President at Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, and Matt McAllister, Chief Operating Officer at Statewide Abstract. They discuss current trends in local and small-business mergers and acquisitions, the challenges business owners can face throughout the process, and Matt’s recent acquisition of RG Title Agency, including how the opportunity came about through a BCW connection. Tune in for an insightful conversation about the M&A landscape, what’s driving opportunities, and what business owners should know.