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Navigating the Changing Landscape of Firm Valuations, M&A Trends, & Investing in Next-Gen Advisors
Автор: Bluespring Wealth Partners
Загружено: 10 апр. 2025 г.
Просмотров: 88 просмотров
Описание:
In this episode of Bluespring Outloud, Philip Palaveev, CEO of The Ensemble Practice, joins Stuart Silverman and Pradeep Jayaraman to discuss the latest trends in the M&A sector of the wealth management industry. Together, they touch on how the lifecycle of entrepreneurial advisors has evolved, succession challenges for founders and next-generation advisors, what makes a valuable wealth management firm, types of acquirers, and how firms can position themselves to secure premium valuations.
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