Emily Blue, Co-Founder of Hue Partners, joins Julius Buchanan, Editor in Chief of Wealth Solutions Report, on Wealth Set Go to discuss the role of next-generation talent in RIA valuations and transactions. The conversation examines how buyers assess the team behind a founder and what a prospective partnership means for the people expected to support a firm’s future growth. Blue also reflects on the experience in acquisitions and integration that led her to focus on advising sellers.
The discussion explores employee communication, retention and career development as founders prepare for a transaction and eventual succession. Buchanan and Blue address the uncertainty that can accompany a change in ownership, along with the role of compensation and equity in aligning teams with a future partner. They also consider how employee roles and responsibilities fit into transaction planning, examining workforce decisions that extend beyond a deal’s closing.
This episode is sponsored by Ascentix Partners.
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
