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July 22, 2019 1:21 PM | Mary Adams (Administrator)

What every advisor should know

The lower middle market is a thriving part of our local and national economies. The companies in this market are often underserved by professional services and advisory firms. It’s a great business opportunity for the right kind of advisor. But to be successful, it’s important to understand the unique characteristics and challenges of this market segment.

This web meeting will cover seven key characteristics that an advisor seeking to take advantage of this opportunity needs to know. You’ll learn:

  • What makes this market unique (and rewarding)
  • Key issues that every advisor should understand regardless of your area of expertise
  • Ways to ensure you are providing the best advice to your clients

This video includes the full discussion with members of our community sharing their personal experiences with this important market segment. 

See also our related post in the The Lower Middle Market Opportunity in the Owners' Academy Advisor Resources section.

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