Greatest Hits - The Truth Behind Transition Deals
Advisor Talk with Frank LaRosa

Greatest Hits - The Truth Behind Transition Deals

Jul 31, 2025
22:06
-(0)

About this episode

In this week’s Greatest Hits edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank dive into one of the most misunderstood, and overanalyzed, aspects of transitioning firms: the payout and comp structure. Drawing from dozens of real advisor case studies and years of experience building custom pro formas, Frank and Stacey break down why the financial differences between firms are often smaller than they seem - and what advisors should be focusing on instead.

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Episode Details

Author
Stacey Frank, Frank LaRosa
Show Type
bonus
Audio Format
audio/mpeg

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