EPISODE · Oct 19, 2022 · 45 MIN
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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Advisor Financing For Partial Sales and Succession Planning
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This episode was published on October 19, 2022.
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