It seems like every day there is a new story in the wealth management industry press about acquisitions. Whether it be a large firm being acquired by an even bigger firm or a story highlighting M&A trends. But, one thing that often goes overlooked according to my guests Samantha Angell (Sam) and Greg Prokott, Managing Partners at Advisor Financing is most advisors never sell their business.
What is increasingly more common however, is a partial sale that leads to succession. In this episode, Sam and Greg offer a detailed roadmap for securing financing to facilitate M&A deals and internal success plans.
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These Stories on M&A
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