Show Highlights:
-The emotional allure of upfront transition compensation - and why it’s misleading
-How to evaluate a deal over 10-15 years, not just day one.
-Common pitfalls advisors overlook when calculating effective payouts.
-How Elite’s pro forma models bring hidden deal structures to light.
-Why choosing the right firm can double or triple your business potential.
-The value of making the right move - not just the next one.
Whether you’re exploring a transition or already in conversations with a firm, this episode delivers the insights you need to make a fully informed decision - one that supports your business long-term.
