On this episode of The Deep Dive with The Wealth Advisor Growth Network, co-founder Jay Hummel sits down with Geoff Eliason of SDR Ventures to discuss an important topic for wealth advisors: guiding business-owning clients toward successful exits. Geoff, a principal at SDR Ventures with nearly two decades of industry experience, shares practical insights into navigating the complexities of mergers and acquisitions. With his background in business development and wealth management, Geoff offers valuable strategies for maximizing value for business owners. Tune in to learn how advisors can help their clients achieve successful exits while also enhancing the value of their own advisory firms.
Expert Tips for Financial Advisors to Engage with Business Owners
On this episode of The Deep Dive with The Wealth Advisor Growth Network, co-founder Jay Hummel sits down with Geoff Eliason of SDR Ventures to
