Know Your Worth | Rob Madore

Rob Madore, Vice President at MarshBerry, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the key value drivers that most buyers look for when making an investment.

Topics of Discussion:

• Consolidation in the wealth management industry
• How Rob and MarshBerry consult with and prepare prospective sellers to market themselves and their firms
• The key value drivers that prospective sellers should focus on to make themselves more marketable to buyers