ARA Executive Interview

13 Emotions You Will Experience When Selling Your Advisory Business

October 29, 2023 Peter Campagna and Dick Daria Season 1 Episode 6
13 Emotions You Will Experience When Selling Your Advisory Business
ARA Executive Interview
More Info
ARA Executive Interview
13 Emotions You Will Experience When Selling Your Advisory Business
Oct 29, 2023 Season 1 Episode 6
Peter Campagna and Dick Daria

M&A expert Peter Campagna, Managing Partner at Wise Rhino Group, has a list of common emotions that advisors face when they decide to sell their business.

“Fully 80% of M&A is managing emotions,” Campagna says. “The financial stuff is somewhat easy, but they’re selling their life’s work. They’re serial entrepreneurs who are going to become W-2 employees, and it’s a big mental shift.”

He joins us to run through the 13 emotions that happen in four phases during the process: 

  • 1 . Preparation 
  • 2. Marketing
  • 3. Due Diligence
  • 4. After the Close

As always, it's a fun and interesting conversation you won't want to miss. 

Sponsored by: Wise Rhino Group

Show Notes

M&A expert Peter Campagna, Managing Partner at Wise Rhino Group, has a list of common emotions that advisors face when they decide to sell their business.

“Fully 80% of M&A is managing emotions,” Campagna says. “The financial stuff is somewhat easy, but they’re selling their life’s work. They’re serial entrepreneurs who are going to become W-2 employees, and it’s a big mental shift.”

He joins us to run through the 13 emotions that happen in four phases during the process: 

  • 1 . Preparation 
  • 2. Marketing
  • 3. Due Diligence
  • 4. After the Close

As always, it's a fun and interesting conversation you won't want to miss. 

Sponsored by: Wise Rhino Group