Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla
The episode is framed around enterprise value building in an M&A context, with guests whose stated backgrounds are in deal execution, firm scaling and post-deal platform integration.
Summary
By the running an ria deskThis episode opens Ezra Group's M&A series with a discussion of how wealth management firms can build enterprise value, featuring Amy DeTolla, founder of Aureus Advantage, and Stephanie Bogan, founder of Limitless Advisor Coaching. The description notes that DeTolla has executed more than 60 M&A transactions, has built and scaled multi-billion-dollar wealth firms, and led platform integration as chief experience officer at Connectus Wealth Advisers, a Focus Financial business.
- The episode kicks off Ezra Group's M&A series
- Amy DeTolla founded Aureus Advantage and has executed more than 60 M&A transactions
- DeTolla led platform integration as chief experience officer at Connectus Wealth Advisers, a Focus Financial business
- Stephanie Bogan founded Limitless Advisor Coaching
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