使用Player FM应用程序离线!
Greatest Hits - Mastering the Art of M&A
Manage episode 418524888 series 2815497
Today’s Greatest Hits 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.
202集单集
Manage episode 418524888 series 2815497
Today’s Greatest Hits 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.
202集单集
Όλα τα επεισόδια
×欢迎使用Player FM
Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。