Succession and Liquidity: Key Considerations and Options for Founders and Next Gens

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Succession and monetization are hot topics for advisors in every model. LPL Financial’s Liquidity and Succession program representatives discuss what advisors, independent business owners, and next gens need to consider as they grow their businesses and explore long-term and short-term options, plus best practices to prepare for a transition and maximize business value.

Episode metadata supplied by the publisher feed · Published Jul 18, 2024

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Succession and Liquidity: Key Considerations and Options for Founders and Next Gens

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