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Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Succession Isn't Sentimental: It's Strategic

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Manage episode 482888977 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Highlights from the episode include:

-Why having a successor doesn’t mean you’ve solved for succession.

-The real risks of passing your business to an underprepared or undercapitalized G2.

-Why external buyers may offer a better deal - and still keep your G2 in the picture.

-How top acquiring firms use process, mentorship, and scale to support long-term success.

-The critical mindset shift advisors must make to ensure client continuity and practice value.

If you’ve already “picked your person” but haven’t explored every option - or if you’ve avoided the conversation altogether - this episode offers the clarity you didn’t know you needed.

Listen now and be sure to subscribe on your favorite podcast platform.

Want to connect with Frank and the team? Reach out at:

[email protected]

[email protected]

DM Frank on Instagram: @FrankLaRosa.Elite

  continue reading

257 episodes

Artwork
iconShare
 
Manage episode 482888977 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Highlights from the episode include:

-Why having a successor doesn’t mean you’ve solved for succession.

-The real risks of passing your business to an underprepared or undercapitalized G2.

-Why external buyers may offer a better deal - and still keep your G2 in the picture.

-How top acquiring firms use process, mentorship, and scale to support long-term success.

-The critical mindset shift advisors must make to ensure client continuity and practice value.

If you’ve already “picked your person” but haven’t explored every option - or if you’ve avoided the conversation altogether - this episode offers the clarity you didn’t know you needed.

Listen now and be sure to subscribe on your favorite podcast platform.

Want to connect with Frank and the team? Reach out at:

[email protected]

[email protected]

DM Frank on Instagram: @FrankLaRosa.Elite

  continue reading

257 episodes

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