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Great panel Verdence Capital Advisors last week with Leo Kelly, Erv Terwilliger, Timothy Lynch, Todd Feuerman, Greg Brouillette & Bill Atkinson on smart M&A prep. ❔ Are you ready to sell, or just ready to be done? ❔ Have you planned for life after the deal? #Mergers #BusinessSale #Verdence

“Get Paid While You Wait” Nobody likes staring at a J-curve. That’s why Greg Barger of NewSpring Capital shares how their mezzanine strategy starts making distributions within 18 months, which can help investors get paid while they wait. hubs.la/Q03nFVwW0 #Privates #RIA

We honor and remember the brave men and women who made the ultimate sacrifice for our freedom. 🇺🇸 Their courage and selflessness will forever be etched in our hearts. #MemorialDay #NeverForget #HonorandRemember

What happens when firm leadership gives full support to their CMOs? 💫 hubs.la/Q03pdrqx0 Verdence Capital Advisors CMO, Michele Welsh shares about marketing in the RIA space #Marketing #RIA #FinancialMarketing #FinServe #CMO #MarketingMatchup

🚨 New Episode What if your biggest sale ended with you naming the price? hubs.la/Q03pHkhL0 #FromTheGroundUp #Entrepreneurship #HealthcareInnovation #BusinessExit #LegacyBuilding

Why Doesn't Mezzanine Fit Neatly in the Box? Is it debt? Is it equity? It lives in the middle, and that’s exactly what makes it powerful Strong returns/ no "perfect" label, it often gets overlooked by institutional investors stuck in binary frameworks. hubs.la/Q03nFXGz0

📈 May Markets: Growth Rebounds, Bonds Struggle hubs.la/Q03qnSx-0 Our latest market review breaks down what drove performance and what it could mean going forward. #MarketReview #Inflation #Equities #BondYields #GlobalMarkets #FedPolicy #EconomicUpdate #InvestingInsights

At Verdence we believe our team is our strength, & we’re proud to have these professionals driving amazing service across our client communications, operations, planning and investment teams. ✨ hubs.la/Q03qFQ0G0 #FinancialAdvisor #PrivateWealth #FinancialPlanning #RIA