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Our new podcast was launched to help business owners create what’s next. The Bluespring method focuses on succession planning, creating flexible ownership arrangements, providing capital support, and optimizing your earn-out.
Episodes
Thursday Apr 10, 2025
Thursday Apr 10, 2025
| In this episode of Bluespring Outloud, Philip Palaveev, CEO of The Ensemble Practice, joins Stuart Silverman and Pradeep Jayaraman to discuss the latest trends in the M&A sector of the wealth management industry. Together, they touch on how the lifecycle of entrepreneurial advisors has evolved, succession challenges for founders and next-generation advisors, what makes a valuable wealth management firm, types of acquirers, and how firms can position themselves to secure premium valuations. |