ARA Executive Interview
The Executive Interview is a short-form podcast featuring leaders in the retirement plan space describing relevant issues and their reactions to them. Whether it’s regulation, legislation, strategy or a host of other hot topics, listeners hear directly from those involved, and how it can (and will) affect their business.
ARA Executive Interview
13 Emotions You Will Experience When Selling Your Advisory Business
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