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What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance

The Diamond Podcast for Financial Advisors

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Evolution of a Specialist Investment Bank

Detailed account of the speaker's journey from valuing public companies to founding a specialist investment bank, Echelon Partners. The chapter covers the business model evolution towards investment banking, emphasizing self-side transactions and valuation services for firms with over $300 million in AUM. It discusses the importance of buyer dynamics, private equity connections, and estate planning strategies for individuals with deal proceeds over $20 million.

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