Schwab's Three-Phase M&A Framework

Schwab Advisor Services utilizes a three-phase approach to mergers and acquisitions (M&A) known as envision, prepare, and connect. In the envision phase, advisors are guided to define their goals and identify the motivations behind pursuing M&A, such as addressing succession planning or enhancing service offerings. The prepare phase emphasizes the importance of proactive planning, where advisors are encouraged to outline their unique value propositions and long-term visions to attract suitable partners. Finally, the connect phase focuses on efficiently networking with potential partners, streamlining the search process for ideal matches aligned with the advisor's goals.