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Mastering the Art of M&A
Manage episode 399900041 series 2815497
Today’s show highlights include:
*A breakdown of the industry trends that led to the formation of Elite Advisor Successions.
*The process that Elite Advisor Successions engages in with buyers to be able to see what they truly want, as well as what is best for them.
*The qualifications consistent among “serial buyers”, and the preparation required to establish yourself as a legitimate buyer.
*Common pitfalls that buyers cause a deal to fall through for a buyer and seller.
*When engaging with sellers, why the emotional aspect of the transaction is crucial to address, and the potential impact overlooking this can have.
Whether you're currently in the market as a buyer or seller, this episode offers a comprehensive breakdown of crucial considerations. Join Frank, Brian, and Joe as they dive into the winding pathways of advisor successions and equip you with the knowledge needed to thrive.
210 episodes
Manage episode 399900041 series 2815497
Today’s show highlights include:
*A breakdown of the industry trends that led to the formation of Elite Advisor Successions.
*The process that Elite Advisor Successions engages in with buyers to be able to see what they truly want, as well as what is best for them.
*The qualifications consistent among “serial buyers”, and the preparation required to establish yourself as a legitimate buyer.
*Common pitfalls that buyers cause a deal to fall through for a buyer and seller.
*When engaging with sellers, why the emotional aspect of the transaction is crucial to address, and the potential impact overlooking this can have.
Whether you're currently in the market as a buyer or seller, this episode offers a comprehensive breakdown of crucial considerations. Join Frank, Brian, and Joe as they dive into the winding pathways of advisor successions and equip you with the knowledge needed to thrive.
210 episodes
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