When your clients sell their business, are you frustrated that you don't always add the resulting windfall to your AUM? There's a simple way to insert yourself in the sales process, add more value to your clients, and ensure you get your fair share of the proceeds to manage.
One of the objectives of my podcast is to help advisors figure out ways to add more value to their client relationships that goes beyond money management.
Today, we'll discuss how you can add tremendous value to your clients by helping them get top dollar for their company by selling to strategic investors.
My guest is Rob Follows, Founding Chairman and CEO of STS Capital Partners.
Rob is one of the world's leading mergers and acquisitions experts and his firm specializes in helping mid-market private businesses get maximum value for their companies by selling their business to a strategic--as opposed to financial--investor.
If you have clients who own a successful private business, you'll want to listen to this podcast and read the show notes.