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The Bucket Plan® On-Demand SeriesAuthor: C2P
Through Jason and Daves perspectives as advisors, mentors, and entrepreneurs, youll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts! Language: en Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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M&A Communication: Guiding Clients Through Advisory Transitions Part 2
Episode 114
Wednesday, 21 January, 2026
Business owner clients face unique challenges when selling their companies, and advisors play a critical role in guiding them through mergers and acquisitions (M&A) transitions. Join host Dave Alison as he sits down with Stan Milovancev, CEO of Prosperity Capital Advisors and C2P, for part two of their conversation exploring how advisors can position themselves as strategic partners when clients pursue merger, acquisition, or exit opportunities. Stan brings experience from hundreds of M&A transactions during his time overseeing a $70 billion RIA platform at CBIZ Investment Advisory Services. This conversation covers the practical work of guiding business exits, from assembling the right professional team and creating personal term sheets, to managing deal fatigue and evaluating cultural fit with potential buyers. Resources: Previous episode referenced: M&A Communication: Guiding Clients Through Advisory Transitions Part 1
