Navigating Succession Planning: Matching Sellers with Prepared Buyers

In this episode of Quantum Growth for Financial Advisors, host Jon Kuttin welcomes back Joseph Greco, Managing Director of Elite Advisor Successions, for an in-depth look at buy-side strategies in the succession planning process within the wealth management M&A landscape. Drawing from decades of combined experience, Jon and Joseph explore the key traits that define successful

The post Behind the Deal: How Elite Buyers Win in Succession Planning with Joseph Greco appeared first on Kuttin Consulting Group.