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Internal vs. External Succession Options, with Special Guest David Wahlen of Captrust
In this episode of The Buyer's Boardroom, hosts Jacqueline Martinez and Allen Darby delve into the nuances of internal versus external succession planning for financial advisory firms. They explore key considerations, including valuation differences, the role of equity participation, and distinguishing great advisors from great business owners.
David Wahlen, Director of Strategic Growth at CapTrust, joins to share insights on post-acquisition equity distribution and the importance of fostering partnerships by equitizing key team members. The episode concludes with practical advice on timing an acquisition, factoring in valuation growth, risk, and quality of life.
Join the Conversation: We invite you to share your thoughts on this approach. Email your reactions to [email protected]
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By Alaris Acquisitions
5
99 ratings
In this episode of The Buyer's Boardroom, hosts Jacqueline Martinez and Allen Darby delve into the nuances of internal versus external succession planning for financial advisory firms. They explore key considerations, including valuation differences, the role of equity participation, and distinguishing great advisors from great business owners.
David Wahlen, Director of Strategic Growth at CapTrust, joins to share insights on post-acquisition equity distribution and the importance of fostering partnerships by equitizing key team members. The episode concludes with practical advice on timing an acquisition, factoring in valuation growth, risk, and quality of life.
Join the Conversation: We invite you to share your thoughts on this approach. Email your reactions to [email protected]