Behind the Deal: How Elite Buyers Win in Succession Planning with Joseph Greco

16/05/2025 40 min
Behind the Deal: How Elite Buyers Win in Succession Planning with Joseph Greco

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Episode Synopsis

In this episode of Quantum Growth for Financial Advisors, host Jon Kuttin welcomes back Joseph Greco, Managing Director of Elite Advisor Successions, for an in-depth look at buy-side strategies in the succession planning process within the wealth management M&A landscape. Drawing from decades of combined experience, Jon and Joseph explore the key traits that define successful
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