EPISODE · Sep 24, 2020 · 28 MIN
Industry Update on M&A: Meet the Investors—Why It’s Important for All Advisors to Know Who They Are
from The Diamond Podcast for Financial Advisors
Who are the investors? How are deals structured? Why would an advisor choose to sell all or a portion of his business? What’s the downside? When to monetize? The answers to those questions and more for wirehouse and independent advisors.
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Industry Update on M&A: Meet the Investors—Why It’s Important for All Advisors to Know Who They Are
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This episode was published on September 24, 2020.
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