Jeff Nash, is my business partner as well as the CEO & Co-Founder of Bridgemark Strategies.

We sat down recently to discuss the continued all-time highs we're seeing in the advisor transition space and where it might go from here, how long it could last, or have we reached a peak?

Our conversation also covered the impact of market conditions, interest rates, and private equity on deal structures. We emphasized the importance of advisors considering not just economics but also cultural fit and firm quality as well as the need for advisors to be cautious of headline numbers and understand the full deal terms.

I hope this conversation is helpful to any advisor who's considering or has considered a transition.

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Contact & connect with me:

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Thanks for listening!

Corey Walen, Managing Partner, Bridgemark Strategies

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