Vesticor Advisors’ Post

Wealth Advisors | Financial Advisors: Are you ready to seize the $1.5 trillion opportunity happening every year in private business sales? 🚀 Here’s the reality: 🔹 82% of business owners switch advisors after selling their business. 🔹 Most advisors miss out on new opportunities because they’re only brought in too late in the game. With my Business Owner Service Model, I help you: ✅ Retain your existing business owner clients and their post-sale liquidity. ✅ Attract new clients by meeting their needs years before a sale. ✅ Position yourself as their trusted advisor before, during, and after the sale. Don’t let your clients—or their assets—slip away. Let’s discuss how you can secure relationships, grow your AUM, and stand out in a competitive market. 📅 Schedule a call: https://lnkd.in/eRWDg79v 📩 Email me: bsumme@vesticor.com The stakes are high, but the rewards are even higher. Let’s partner to make sure you’re capturing this opportunity. #ExitPlanning #WealthAdvisors #BusinessOwners #MergersAndAcquisitions #WealthManagement #ClientRetention #AdvisoryGrowth

Attention Wealth Advisors | Financial Advisors: Are you ready to seize the $1.5 trillion opportunity happening every year in private business sales? 🚀 Here’s the reality: 🔹 82% of business owners switch advisors after selling their business! 🔹 Most advisors miss out on new opportunities because they’re only brought in too late in the game. With my Business Owner Service Model, I help you: ✅ Retain your existing business owner clients and their post-sale liquidity. ✅ Attract new clients by meeting their needs years before a sale. ✅ Position yourself as their trusted advisor before, during, and after the sale. Don’t let your clients—or their assets—slip away. Let’s discuss how you can secure relationships, grow your AUM, and stand out in a competitive market. 📅 Schedule a call: https://lnkd.in/eTBrmfWk 📩 Email me: bsumme@vesticor.com The stakes are high, but the rewards are even higher. Let’s partner to make sure you’re capturing this opportunity. #ExitPlanning #WealthAdvisors #BusinessOwners #MergersAndAcquisitions #WealthManagement #ClientRetention #AdvisoryGrowth

Attention Wealth Advisors | Financial Advisors! 🚀 Did you know over $1.5 trillion in private business transactions occur in the U.S. each year? And here's the kicker—82% of business owners switch advisors after they sell. That’s an immense risk of losing clients and assets. What if you could change the game and become the advisor they trust both before and after their sale? With my Advisor-Aligned Business Owner Service Model, you gain a strategic partner who helps you: ✅ Retain and strengthen relationships with your business owner clients ✅ Identify and capture opportunities with new business owner prospects—even if they aren't quite ready to sell ✅ Enhance your service offering to meet clients where they are on their business journey, from growth to exit Let's strategize on how you can de-risk your practice, build long-term value with clients, and grow your assets under management with tailored M&A support! 📅 Schedule a call: https://lnkd.in/eTBrmfWk 📩 Email me: bsumme@vesticor.com Let’s secure the future of your advisory practice! #ExitPlanning #FinancialAdvisors #MergersAndAcquisitions #BusinessOwners #WealthManagement #ClientRetention #AdvisoryGrowth

🌐 Did you know? Over $1.5 trillion in private business transactions happen in the U.S. each year. With so much change in ownership, here's a surprising fact: 82% of business owners change advisors after they sell their businesses. Why does this happen? The sale of a business often marks a transition not just for the owners, but also for their professional advisory team. New needs, priorities, and growth goals emerge, which can drive a shift in the advisors they trust to guide them forward. At StraightForward Financial Insights, we believe in building enduring relationships that transcend ownership changes. By deeply understanding our clients’ vision from day one, we ensure that our value remains clear, adaptable, and aligned with the evolving journey of every business. Ready to secure continuity, drive value, and evolve with your goals? Reach out today to learn more about how we guide clients beyond the transaction. (414)301-9696 #ExitPlanning #BusinessAdvisory #FractionalCFO #BusinessSale #ClientRetention #StraightForwardFinancial

🦃 A Thanksgiving Message to My Trusted Network 🦃 As Thanksgiving approaches, I want to take a moment to thank all of you—wealth advisors, business owners, CPAs, attorneys, and my valued professional partners. Your collaboration, trust, and partnership drive the work we do together to help businesses thrive and transitions succeed. This holiday season is the perfect time to reflect on our shared goals: * To Wealth Advisors: Strengthening relationships and retaining liquidity after a client’s business transition.   *To Business Owners: Preparing for a successful exit or growth plan that aligns with your vision.   *To Professional Partners: Creating seamless strategies to meet your clients’ needs while expanding your value as trusted advisors. Let’s use this time of gratitude to focus on what’s next: building opportunities, protecting legacies, and ensuring 2025 is a year of growth and success. 🌟 Let’s Collaborate Now is the perfect time to align our strategies and discuss how we can create impactful outcomes for your clients and your business. Let’s explore ways to deepen client loyalty, access new opportunities, and build your reputation as the go-to advisor for business owners. 📅 Schedule a call: https://lnkd.in/eRWDg79v 📩 Email me: bsumme@vesticor.com #CEPA #CFP #BusinessPlanning #WealthAdvisors #ExitStrategies #FinancialAdvisor #BusinessOwners #ClientLoyalty #MergersAndAcquisitions #RaisingCapital

What are some of the things that impact your "Transition Deal"? Here are some key factors to consider: - Length of the note - Brokerage vs Fee based mixture of business - On platform vs Off platform assets - Technology - Growth trajectory - Profitability (How much money the firm can make off) If you are wanting to talk more about making a transition, please reach out and schedule with us. https://lnkd.in/dkyVFTk4 #TransitionDeal #Brokerage #Assets #Growth #Profitability

30 days of closing ideas: Day 1 The first rule of closing is that it happens in the first few seconds, not at the end of some information dump presentation. #BusinessGrowthStrategy #businesscoaching #moreappointments #morerefferals #moreclients

🌟 April is Financial Literacy Month, and it's the perfect time to reflect on our financial goals and strategies.   Financial literacy isn't just about understanding complex investment vehicles or market trends. It's about building a solid foundation of financial knowledge that allows you to make informed decisions about your wealth and future.   Here are a few simple insights that can pave the way to financial freedom:   1.      Set Clear Goals: Define your financial objectives, whether it's retiring early, funding your children's education, or traveling the world. Having clear goals helps you stay focused and motivated on your journey.   2.      Budget Wisely: Regardless of your income level, budgeting is crucial. Track your expenses, prioritize your spending, and allocate funds towards savings and investments. This discipline is key to building wealth over time.   3.      Diversify Your Investments: While it's tempting to chase high returns, a diversified investment portfolio is essential for managing risk and optimizing your portfolio. Explore a simple mix of assets, tailored to your risk tolerance and financial goals.   4.      Stay Educated: The financial landscape is constantly evolving, so it's vital to stay informed. Take advantage of resources like seminars, workshops, and reputable financial publications to deepen your understanding of personal finance and investment strategies.   5.      Work with a Trusted Advisor: If you’re feeling overwhelmed with managing all the moving parts, a skilled financial advisor can be your partner in navigating the complexities of wealth management. Partnering with a professional who can offer personalized advice and help you make strategic decisions, can provide peace of mind knowing that your financial future is in capable hands.   As we celebrate Financial Literacy Month, let's commit to enhancing our financial knowledge and empowering ourselves to make smart financial choices. Remember, financial freedom is not an elusive dream—it's within reach with the right mindset and guidance.   If you're ready to take control of your financial future, I'm here to help. Feel free to find 30 minutes on my calendar to get started: https://lnkd.in/gKMkX6Un

Struggling to normalize data from third party managers (who are using disparate accounting and property management platforms) to create meaningful reporting for investors? 🌐💡 Click on the “Book Meeting” link and schedule a time to chat solutions. #investorreporting #businessinsights #datasolutions #assetmanagers #reconciliation https://lnkd.in/g7U_vFu5