
← BCW Podcast Network15 sept · 23 min
What’s Trending: Inside Mergers & Acquisitions — Opportunities, Challenges & Expert Insights with Daniel Ahearn, Financial Advisor & Vice President at Rise Private Wealth Management, and Matt McAllister, Chief Operating Officer at Statewide Abstract
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.