"Sellers often care just as much about their legacy and relationships as they do about the financial terms." – Kris Emick

Tune into episode 128 of Let’s Talk as co-hosts Val Vest and Jeff Wick are joined by Kris Emick, First Vice President of Succession and Acquisition Solutions at Cambridge.

Kris shares his unique journey into financial services, starting with a degree in computer science and evolving into a 20-year career that includes banking, advising, and nearly a decade leading Cambridge’s succession and acquisition efforts. He helped launch the firm’s offering to support financial professionals through buying, selling, and planning for the future of their practices.

In this episode, Kris discusses the importance of building scalable businesses, hiring strategically, and leveraging technology to create long-term value. He also explores the emotional side of transitions – how sellers often prioritize legacy, staff, and client relationships just as much as financial terms.

Join Val, Jeff, and Kris to learn more about:

• Kris’s career journey and leadership role at Cambridge
• Strategies to build value and prepare for succession
• The emotional and practical sides of acquisition and transition

Tune in to hear more about how thoughtful preparation leads to successful transitions.