When a Wealth Advisor's Client Wants to Sell

Описание: John Ellard, Senior Vice President at Wealth Enhancement Group, on working with Oaklyn Consulting when a client faces a crucial capital decision.

The short version of a longer conversation. Full interview on this channel.

Oaklyn Consulting complements referring advisors rather than competing with them. We work as consultants, not brokers, on an hourly model, helping organizational leaders with the decisions that determine direction: accepting outside investment, negotiating with investors, merging with a competitor, or transitioning to successor ownership.

More than 200 transactions advised. More than $7 billion in financings and mergers.

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