In this episode, Jeff, Liz, and Peter discuss: 

• How Peter and Liz made their way into the financial industry and into their current roles at Raymond James and Silver Lane Advisors.
• Recognizing business ownership in the advising industry.
• Traits and characteristics of the best run firms.
• Understanding the value proposition between buyer and seller.

Key Takeaways: 

• Succession planning is at a critical stage in the advising industry.
• Time can be your enemy if you haven’t planned ahead on how to preserve your value to the next generation.  
• The team dynamic is invaluable, despite being intangible, to the strength of your firm. 
• Don’t make the concession on fees, you’ll regret it later. You do justify your value proposition.

"For this industry, who has done such a great job taking care of their own clients, it’s time to reflect inward." —  Liz Nesvold

Connect with Liz & Peter Nesvold:

Twitter: @FIGbankers  

Website: SilverLane.com & RaymondJames.com

Book: The Art of Distressed M&A and The Art of M&A Valuation and Modeling

LinkedIn: Elizabeth Nesvold & Peter Nesvold

Connect with Jeffrey Concepcion: 

Website: https://www.stratoswealthpartners.com

Contact: https://www.stratoswealthpartners.com/contact

Twitter: https://twitter.com/Stratos_Wealth

Facebook: https://www.facebook.com/stratoswealthpartners

LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/