Focus Financial Partners

FOCUS ON…
A Series Of Conversations From Focus Financial Partners.

Focus On... Video Series

January 21, 2025

Focus On... Episode 4: The Business of Business Longevity

In our latest episode of Focus On..., we tackled one of the most transformative shifts a firm can make: evolving from a practice to an enterprise. For many firms, this journey involves rethinking leadership, operations, business models, and strategies to create a sustainable organization that can extend beyond its founders.
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Focus On... Video Series

October 21, 2024

Focus On…Episode 2: The M&A Landscape

In our second episode of Focus On…, we explored mergers and acquisitions (M&A) within the wealth management industry, a subject that has dominated headlines for the past decade. The scale and number of acquirers in our industry continue to rise, with the number of consolidators more than doubling over the last few years. At Focus, we pride ourselves on being the leading player in this space, having completed over 300 transactions since our founding.
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