Selling 20% of Your Practice? You May Lose Control

About this episode

The episode discusses the implications of financial advisors selling a minority stake in their practice and the potential loss of control that may accompany such decisions.

dvisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting, and long-term growth strategy. Should financial advisors sell a minority stake in their practice? A growing number of broker-dealers, RIAs, and private equity-backed firms are offering financial advisors the opportunity to sell 10% to 30% of their business through “sell and stay” deals.

People in this episode

Host: Frank LaRosa

Topics covered

• financial advisor transitions
• selling minority stake
• broker-dealers
• RIAs
• private equity
• sell and stay deals

Keywords

• financial advisors
• minority stake
• broker-dealers
• RIAs
• private equity
• sell and stay

Mentioned in this episode

Organizations: Elite Consulting Partners

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