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Jason Diamond
Works at Diamond Consultants and hosts The Diamond Podcast for Financial Advisors.
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23 snips
May 1, 2025
• 44min
If You Build It, Will They Buy It? A Special Industry Update on M&A
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In this engaging discussion, Jason Diamond, Partner at Diamond Consultants, delves into the vibrant landscape of mergers and acquisitions in the wealth management sector. He shares valuable insights on how financial advisors can maximize their enterprise value when considering independence. Topics include the balance between remaining in established firms versus branching out, the influence of private equity on RIAs, and the critical factors that enhance business appeal to potential buyers. A must-listen for advisors contemplating their future!
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