Most wealth advisors actively search for methods so as to add new property and assist purchasers simplify their monetary lives. Jay Hummel, the host of “The Deep Dive” chats with Geoff Eliason of SDR Ventures, an funding financial institution that helps enterprise house owners get essentially the most worth for his or her companies when it is time to promote. They talk about ways in which advisors can information purchasers who personal companies towards profitable exits, and the way that effort can result in each further AUM from the gross sales, in addition to added enterprise worth in their very own advisory companies.
Geoff Eliason: Geoff joined funding financial institution SDR Ventures as a principal in 2021. He brings almost twenty years of business expertise to the position and offers strategic options targeted on M&A complexities. Geoff holds Sequence 79, 24 and 63 securities licenses and was a part of the launch group of an ETF firm. Moreover, he as soon as served because the enterprise growth officer at Invesco PowerShares, overseeing the biggest RIA relationships, household places of work, and ETF strategists for the western half of the U.S. He then went on to accumulate, develop, and promote a nationally acknowledged asset and wealth administration firm primarily based in Colorado.