FP Transitions CEO Brad Bueermann discusses key aspects of M&A and succession, the most important factors around multiples, valuations, and maximizing enterprise value, and more.
Amir Monsefi, the co-founder and CEO of AIRE Advisors, describes “conflicts of interest” with the ability to serve clients and grow the business at Merrill. The former resident director shares how building their own RIA allowed them the freedom to...
Matt Blocki left the insurance broker/dealer world to build Equilibrium Wealth, allowing him to step away from being “product-driven” and focus instead on being “client-driven.”
