Most advisors talk about acquisition in theory, Chris Gaddis has lived it. In this episode, he shares his real-world experience navigating an acquisition from start to finish, revealing what worked, what didn’t, and what he’d do differently next time. It’s an inside look at the challenges, surprises, and lessons that come from growing through acquisition instead of just talking about it.

In this episode, you’ll learn:

💼 What it really takes to integrate two businesses successfully

🤝 How to manage relationships, expectations, and emotions during the process

📊 The key steps that made the transition smoother for clients and teams

💬 How to communicate your vision and leadership through change

⚙️ What systems and structure make or break post-acquisition success

🧠 The mindset shift that turns acquisition from risk to opportunity

If you’ve ever wondered what an acquisition actually feels like behind the scenes, this conversation pulls back the curtain.

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