Episode 84
Advisor Financing For Partial Sales and Succession Planning
Modern Financial Advisor · Truelytics by Envestnet
October 19, 202245m 15s
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Show Notes
Greg Prokott and Samatha Angell, Managing Partners at Advisor Financing LLC make the case for why financial advisors should consider a partial sale of their business to ensure the continuity of their firm. Greg and Sam also offered a detailed roadmap for securing financing to facilitate M&A deals and internal success plans.