Greatest Hits - The Truth Behind Transition Deals

31 Jul 2025 • 22 min • EN
22 min
00:00
22:06
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Topics covered include: -Why comparing payout percentages rarely tells the full story. -How custom pro formas cut through the noise and reveal the real net numbers. -The top mistakes advisors make when analyzing firm economics. -How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees. -What actually moves the needle in long-term success (hint: it’s not the ticket charges). If you’re evaluating a potential move or feeling stuck in analysis paralysis, this episode is your wake-up call to stop splitting hairs and start focusing on what really matters. Listen now and be sure to subscribe on your favorite podcast platform. Want to connect with Frank and the team? Reach out at: Frank@EliteConsultingPartners.com Stacey@EliteConsultingPartners.com DM Frank on Instagram: @FrankLaRosa.Elite

From "Advisor Talk with Frank LaRosa"

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