Empowering Independence | Building Self-Leading Teams with Saša Mirković (Ep. 25)
Watch the Replay Related Resources 2025 Advisor M&A Report Check Out our Press Release→ Succession Readiness Checklist Check Out the Checklist→ Selling Your Practice with Expert Advocacy Watch the Replay → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
Balancing Act | Exploring Value and Terms in Deals (Ep. 24)
What’s the Deal with PE and Aggregators! (Ep. 23)
Watch the Replay Related Resources 2025 Advisor M&A Report Check Out our Press Release→ Succession Readiness Checklist Check Out the Checklist→ Selling Your Practice with Expert Advocacy Watch the Replay → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A
Watch the Replay Related Resources 2025 Advisor M&A Report Check Out our Press Release→ Succession Readiness Checklist Check Out the Checklist→ Selling Your Practice with Expert Advocacy Watch the Replay → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
Carrot and the Stick | Protecting Your Advisors and Clients (Ep. 22)
Contingency Planning | Death/Disability Considerations for Advisors (Ep. 21)
Strategies for Building Enduring Wealth Advisory Firms With Ray Sclafani Part 2 (Ep. 20)
Strategies for Building Enduring Wealth Advisory Firms With Ray Sclafani Part 1 (Ep. 19)
Watch the Replay Related Resources 2025 Advisor M&A Report Check Out our Press Release→ Succession Readiness Checklist Check Out the Checklist→ Selling Your Practice with Expert Advocacy Watch the Replay → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
Can’t Find Top Talent? No Problem, You Can ‘Build’ It! (Ep. 18)
The Founder’s Exit Paradox with Jerome Myers (Ep.17)