The Tony Sirianni Podcast

The Tony Sirianni Podcast


Tony Sirianni with Summit Financial’s CEO, Stan Gregor on Various Equity Models and Distribution Waterfalls

May 22, 2024

This week, AdvisorHub’s CEO, Tony Sirianni talks with Stan Gregor — CEO of Summit Financial. The two discuss minority interest purchase models, liquidity end game strategies, deferred compensation vs. enterprise value, and a Hotel California analogy for financial advisors.




 


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