Trending Ideas And Current Events Affecting M&A Financing For Wealth Management

In this podcast version of the Borrower Briefing Webinar for January 2023, credit and lending experts Chris Jewett and Nick Barker join Mike Langford to share their insights on the current state of lending in the wealth management industry. The briefing covers timely and pertinent topics financial advisors acquiring practices should know.

Buyers who prepare early and are educated about lending can win with deal structure over their competition.