In this episode of Advisor Talk, CEO Frank LaRosa teams up with Executive Vice President Stacey Frank for a candid conversation on the growing wave of private equity in wealth management – and why not all capital is created equal.
Drawing from real-time client scenarios and decades of industry experience, Frank and Stacey pull back the curtain on what it really means to sell a stake in your business.
Key highlights include:
-The difference between top-line and bottom-line deal structures, and what that means for your autonomy.
-Why nimble capital from family offices might outperform “big name” PE firms.
-What to ask before giving up equity, including the real cost of future clawbacks.
-How the wrong deal can make you feel like a W-2 employee all over again.
-When debt may be a better option than private equity – and what Kevin O’Leary had to say about it.
Whether you’re actively exploring a liquidity event or just fielding calls from buyers, this episode will equip you with the questions – and mindset – you need to protect your legacy and make the right long-term move.
Looking for honest advice on your options? Learn more at www.eliteconsultingpartners.
