Latest / Advisor Talk with Frank LaRosa
Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)
Across the conversation, the panel digs into:
• What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs.
• Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline.
• Multiple paths beyond a sale: capital-markets needs, growth capital, roll-ups, second bites, and direct private deals alongside traditional planning.
• Culture and collaboration: demystifying the process, quarterbacking expert teams, and the…
The skinny
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