Advisor Financing For Partial Sales and Succession Planning

from Modern Financial Advisor · host Truelytics by Envestnet

Greg Prokott and Samatha Angell, Managing Partners at Advisor Financing LLC make the case for why financial advisors should consider a partial sale of their business to ensure the continuity of their firm. Greg and Sam also offered a detailed roadmap for securing financing to facilitate M&A deals and internal success plans.

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This episode is 45 minutes long.

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This episode was published on October 19, 2022.

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