The Truth Behind Transition Deals

In this week’s episode 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.