Business Owner Exits: Why Financial Advisors Get Fired (And How to Prevent It)

When a business owner decides to sell, it’s often the most significant financial moment of their life - and the most vulnerable moment for the incumbent investment advisor.Too often, advisors lose long-standing relationships at this stage because they’re not positioned as part of the transition conversation.The M&A process moves fast, other advisors get involved, and before they know it, the client relationship is gone.Join us for a conversation with Vince Valeri, Family Enterprise Advisor and Grant Wallace, Partner, Investment Banking, for a discussion on how advisors can stay indispensable through a client’s business transition.We cover:Why business-owner exits are the point of highest risk for advisors.How to position yourself as a trusted voice before the sale.What to look for when helping clients choose an M&A advisor.How to stay connected through the transaction.How to capture the post-sale opportunity.If you advise business owners or high-net-worth families, this is a conversation you won’t want to miss.