Discover how one advisor fueled his firm's success by partnering with M&A Solutions


To achieve his market expansion goals, Mike Shanahan, managing partner at Overland & Shanahan Wealth Advisors, uses the dual engines of both organic and inorganic growth strategies. He explains that organic growth is driven by exceptional client service, while inorganic growth is driven by the acquisition of new practices.

By partnering with M&A Solutions, we've been able to outsource a lot of the due diligence and heavy lifting to true experts who have the ability to deeply analyze these acquisition opportunities.

- Michael Shanahan, Overland & Shanahan Wealth Advisors, Inc.

Shanahan determined that steering organic growth was the best use of his team's time, while the experts in M&A Solutions could help him with practice acquisitions. Besides looking under the hood and kicking the tires on acquisition targets and preliminary deals, Shanahan describes M&A Solutions as his invaluable pit crew in preparing for a smooth transaction. Read the full story »



The views and opinions expressed by the LPL Financial Advisor may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Overland and Shanahan Wealth Advisors and LPL Financial are separate entities.

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