EPISODE · Jun 25, 2020 · 54 MIN
Looking at M&A from the Seller’s Side of the Table
from The Diamond Podcast for Financial Advisors
Jeff Concepcion of Stratos Wealth Partners shares why he chose Emigrant Partners as a capital partner, what independent firm owners need to do when preparing for an acquisition, how he grew his firm from zero to $14B AUM in just 12 years, and more.
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Looking at M&A from the Seller’s Side of the Table
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