About This Lesson
Stage 6: Scale
Organic growth alone won’t get you to $1B+. Jeremy walks you through building an acquisition engine — sourcing deals, evaluating targets, financing acquisitions, and integrating acquired practices into your enterprise.
What’s Covered
Building an M&A integration playbook for compliance across acquired practices
Building acquired-client communication and retention programs for new geographies
Building a business development function for M&A deal sourcing with scoring models
Building a 90-day client integration playbook and standardizing service delivery across locations
Implementing cloud-based enterprise infrastructure and technology integration playbooks
Building cultural integration processes and retention packages for acquired teams
Implementing enterprise HR across all locations with standardized compensation and benefits
Building M&A financial modeling and establishing banking relationships for acquisition financing
Exit Series PDF Guide — Stages 6 & 7
Constraint tables, action plans, graduation criteria, book recommendations, and AI prompts built for your stage
Completing both Exit lessons completes the full Advisor Scaling Roadmap
