EPISODE · Jul 10, 2025 · 48 MIN
Is PE Worth It? Don't Get Enamored By The Check
from Advisor Talk with Frank LaRosa · host Frank LaRosa, Stacey Frank
Key highlights include:-The difference between top-line and bottom-line deal structures, and what that means for your autonomy.-Why nimble capital from family offices might outperform “big name” PE firms.-What to ask before giving up equity, including the real cost of future clawbacks.-How the wrong deal can make you feel like a W-2 employee all over again.-When debt may be a better option than private equity - and what Kevin O’Leary had to say about it.Whether you're actively exploring a liquidity event or just fielding calls from buyers, this episode will equip you with the questions - and mindset - you need to protect your legacy and make the right long-term move.Looking for honest advice on your options? Learn more at www.eliteconsultingpartners.com
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What this episode covers
In this episode of Advisor Talk, CEO Frank LaRosa teams up with Executive Vice President Stacey Frank for a candid conversation on the growing wave of private equity in wealth management - and why not all capital is created equal. Drawing from real-time client scenarios and decades of industry experience, Frank and Stacey pull back the curtain on what it really means to sell a stake in your business.
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Is PE Worth It? Don't Get Enamored By The Check
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