Liz & Peter Nesvold: Evaluating Your Firm with the Future in Mind

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LISTEN TO ADDITIONAL EPISODES IN THIS SERIES

 

In this episode, Jeff, Liz, and Peter discuss: 

  • How Peter and Liz made their way into the financial industry and into their current roles at Raymond James and Silver Lane Advisors.
  • Recognizing business ownership in the advising industry.
  • Traits and characteristics of the best run firms.
  • Understanding the value proposition between buyer and seller.

 

Key Takeaways: 

  • Succession planning is at a critical stage in the advising industry.
  • Time can be your enemy if you haven’t planned ahead on how to preserve your value to the next generation.
  • The team dynamic is invaluable, despite being intangible, to the strength of your firm.
  • Don’t make the concession on fees, you’ll regret it later. You do justify your value proposition.

 

“For this industry, who has done such a great job taking care of their own clients, it’s time to reflect inward.” —  Liz Nesvold

 

Connect with Liz & Peter Nesvold:

Twitter: @FIGbankers

Website: SilverLane.com & RaymondJames.com

Book: The Art of Distressed M&A and The Art of M&A Valuation and Modeling

LinkedIn: Elizabeth Nesvold & Peter Nesvold

 

 

Connect with Jeffrey Concepcion: 

Website: https://www.stratoswealthpartners.com

Contact: https://www.stratoswealthpartners.com/contact

Twitter: https://twitter.com/Stratos_Wealth

Facebook: https://www.facebook.com/stratoswealthpartners

LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/

 

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