At MarshBerry’s inaugural Ascend Summit, Justin Starnes, MarshBerry Director, sat down with Andy Harris, Kintra Wealth CEO, and Nick Loring, Kintra Wealth Managing Partner, for a candid conversation on one of the most important phases of any transaction: what happens between signing the deal and building a successful future together.
While much of the industry focuses on closing, this discussion explores the leadership decisions that determine long-term success after the deal is complete, including:
- The most challenging alignment issue Kintra faced before closing — and why they’re confident it won’t resurface post-close.
- What success looks like during the critical first 90 days for Kintra’s clients, employees, and leadership.
- The deliberate decisions around what not to change immediately — and why preserving key elements of culture and operations creates stability during integration.
Watch the full conversation to hear practical insights on creating alignment, maintaining momentum, and laying the foundation for long-term success.
