Industry Involvement

Tools and knowledge built by operations leaders. for operations leaders

Book

Co-author of book, “The Financial Advisor M&A Guidebook: Best Practices, Tools and Resources for Technology Integration and Beyond” (2018)

To learn more about the book, visit this page.

Co-author of book, “The Financial Advisor M&A Guidebook: Best Practices, Tools and Resources for Technology Integration and Beyond” (2018)

To learn more about the book, visit this page.