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Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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The Truth Behind Transition Deals

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Manage episode 474899050 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Topics covered include:

  • Why comparing payout percentages rarely tells the full story.
  • How custom pro formas cut through the noise and reveal the real net numbers.
  • The top mistakes advisors make when analyzing firm economics.
  • How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees.
  • What actually moves the needle in long-term success (hint: it’s not the ticket charges).

If you’re evaluating a potential move or feeling stuck in analysis paralysis, this episode is your wake-up call to stop splitting hairs and start focusing on what really matters.

Listen now and be sure to subscribe on your favorite podcast platform. Want to connect with Frank and the team? Reach out at:

[email protected]

[email protected]

DM Frank on Instagram:

@FrankLaRosa.Elite

  continue reading

255 episodes

Artwork
iconShare
 
Manage episode 474899050 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Topics covered include:

  • Why comparing payout percentages rarely tells the full story.
  • How custom pro formas cut through the noise and reveal the real net numbers.
  • The top mistakes advisors make when analyzing firm economics.
  • How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees.
  • What actually moves the needle in long-term success (hint: it’s not the ticket charges).

If you’re evaluating a potential move or feeling stuck in analysis paralysis, this episode is your wake-up call to stop splitting hairs and start focusing on what really matters.

Listen now and be sure to subscribe on your favorite podcast platform. Want to connect with Frank and the team? Reach out at:

[email protected]

[email protected]

DM Frank on Instagram:

@FrankLaRosa.Elite

  continue reading

255 episodes

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