Latest / Advisor Talk with Frank LaRosa
Mergers, Acquisitions, and High Net Worth – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group
Show highlights include:
* The value of cultivating long-term client relationships and the role of M&A services in facilitating successful business transitions.
* The importance of comprehensive planning and M&A expertise in serving high-net-worth clients and business owners while emphasizing the emotional and psychological aspects of business exits.
* Exit planning strategies for business owners of all sizes, and how there are a number of different options to choose from.
* The thought process behind the fee-based structure that Lincoln Financial Advisors utilizes with their high-net-worth…
The skinny
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