From Deal to Done: The Smooth Succession Timeline

In this episode of Advisor Talk, Frank LaRosa sits down with Elite Advisor Successions Managing Director Joseph Greco for part two of their succession planning series, diving into the full lifecycle of a transaction - what happens after the letter of intent is signed, and what it really takes to move a deal from handshake to close. Frank and Joe walk through the nitty-gritty of the post-LOI process, exploring common challenges that both buyers and sellers face - from misaligned expectations and attorney delays to compliance hurdles and CRM integrations. They emphasize the importance of proactive communication, strong operational readiness, and having a clear transition strategy in place.