Selling 20% of Your Practice? You May Lose Control

Advisor Talk with Frank LaRosa · Mar 19, 2026 · 27m

At first glance, these offers can seem attractive.

Gain liquidity.

Access growth capital or strategic support.

Remain with your current firm.

Continue building your business.

But are these deals really as straightforward as they sound?

In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down what financial advisors need to consider before agreeing to a minority equity sale - including how these deals can impact control, future valuation, exit flexibility, buyback terms, and the long-term economics of the business.

They also explain the difference between a minority equity…