Geoff Eliason, a principal at investment bank SDR Ventures, recently joined the host, Jay Hummel, on “The Deep Dive” to discuss ways in which wealth advisors can help business owners achieve successful exits. Geoff brings over 19 years of industry experience and a wealth of knowledge to his role at SDR Ventures. He holds Series 79, 24, and 63 securities licenses and has a background in M&A complexities. Geoff has played key roles in the launch of an ETF company and has served as a business development officer at Invesco PowerShares, where he managed relationships with RIAs, family offices, and ETF strategists in the western half of the U.S. Additionally, he has experience acquiring, growing, and selling a nationally recognized asset and wealth management company based in Colorado.
During the discussion, Geoff emphasized the importance of advisors actively seeking opportunities to add new assets and simplify their clients’ financial lives. By helping business owners achieve successful exits, advisors not only grow their assets under management (AUM) but also enhance the value of their own advisory firms. By providing strategic solutions and guidance throughout the sales process, advisors can add significant value to their clients’ financial planning strategies.
Geoff also highlighted the potential benefits for clients who achieve successful exits through strategic planning with an advisor. Not only can they receive a fair price for their businesses but they can also optimize their tax implications by working with an experienced advisor who understands complex tax laws.
Overall Geoff’s insights provide valuable guidance for wealth advisors looking to help business owners achieve successful exits while also growing their own AUM and enhancing the value of their advisory firms.
