Market Counsel Summit Series: Cracking the Merger and Acquisition Code with Greg Friedman

Summary: Many advisors dream of doing an acquisition or merger, but being successful in these ventures is a whole other conversation. Luckily, the next guest on the MarketCounsel Summit series can speak to making these moves successfully. <br> <br> Greg Friedman, CEO of Private Ocean, shares his experiences with small beginnings, merging, and keeping company culture and philosophy top of mind. Tune in now to learn more!<br> <br> Resources: Private Ocean