Andy Schwartz and Kevin Spahn share two sides of the Build, Grow & Transact story, from building an $18B+ enterprise to choosing the right partner for the next stage of growth.
Three years after launching Oak Hill Wealth Advisors, Patrick Larkin merged with Cerity Partners, but not because that was the original plan. Pat shares how ownership changed his perspective on enterprise value, optionality, and building a business worth buying.
Growth changes the questions leaders have to answer. Matt Kilgroe explains what happens when building an independent firm gives way to building an enterprise.
Many advisors pursue independence for greater control. Jason Fertitta pursued it to build an enterprise. Today, Americana manages more than $13B and continues to scale through growth, acquisitions, and strategic capital.
