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Ep 364: Scaling Marketing To Sell A $2.2B Advisory Firm And Advising Advisors On The Lessons Learned From Selling, with Ted Jenkin

Financial Advisor Success

CHAPTER

Navigating the Sale of a Multi-Billion Dollar Firm

This chapter explores the intricate process of selling a multi-billion dollar firm, discussing challenges related to timing, motivations, and financial considerations. It delves into the experiences of individuals with specific licenses like FINRA series 7 transitioning to new business endeavors and the complexities of disclosing outside activities. The conversation includes reflections on understanding valuation, leveraging arbitrage in transactions, scaling marketing efforts, and strategic negotiations for maximizing business value.

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