Sowell Management Partners with Capital Connect for Enhanced Advisor Services
Strategic Partnership Announcement
Sowell Management has entered an exciting strategic partnership with Capital Connect. This collaboration aims to elevate the level of services provided to financial advisors across the nation, particularly benefiting small and medium-sized business owners.
Expanding Value-Added Services
This new partnership is set to enhance the array of value-added services offered by Sowell Management. By joining forces with Capital Connect, the leading specialists in mergers and acquisitions, Sowell can now provide advisors with essential consulting services. These include M&A consulting, business valuations, exit planning, and commercial real estate services.
Expertise at Your Fingertips
Capital Connect has over 20 years of expertise in business brokerage and commercial real estate, offering comprehensive knowledge that Sowell advisors can leverage for their clients. The collaboration grants Sowell's advisors unparalleled access to a global network, equipping them to support small-business-owner clients facing decisions about selling their business or seeking strategic partnerships.
A Focus on Client Relationships
Bill Sowell, CEO of Sowell Management, emphasizes that the partnership reflects a commitment to providing exceptional services. He notes that many advisors serve small-business clients with unique needs. By integrating Capital Connect's M&A expertise, Sowell advisors can nurture these critical relationships through every business lifecycle phase. This holistic approach helps ensure clients receive the comprehensive support they deserve.
Training and Resources for Advisors
The partnership's launch includes a series of webinars, workshops, and one-on-one meetings designed to familiarize Sowell advisors with the M&A process. This training will empower them to strategically introduce Capital Connect's services to their clientele.
Understanding M&A for Business Owners
Matt Wilson, a partner at Capital Connect, highlights the complexities inherent in the buying and selling of businesses. He stresses the importance of proper guidance to avoid costly mistakes that can arise from improper planning. By combining their expertise with Sowell's established wealth management services, they aim to support clients thoroughly—before, during, and after any transactions.
Empowering Financial Futures
Capital Connect stands out for its specialized advisory capabilities, offering guidance that includes business valuations, exit planning, and M&A transactions. Their focus is on simplifying these complex processes and empowering business owners to secure a promising future. With this partnership, Sowell aims to ensure clients can focus on running their businesses while planning significant transitions confidently.
Enhancing the Client Experience
Bill Sowell further articulates that the services enabled by Capital Connect will offer a unique value proposition within the RIA space. Such a level of service typically aligns more with family office practices, highlighting Sowell's initiative to adopt a holistic approach to client relationships.
About Sowell Management
Founded by Bill Sowell in 2001, Sowell Management is a respected Registered Investment Advisor (RIA), dedicated to nurturing financial advisors towards true independence. With a nationwide network representing significant client assets, Sowell provides a robust platform of services tailored to advisor needs.
About Capital Connect
Capital Connect focuses on empowering business owners through expert advisory services, including business valuations, exit planning, and M&A consultation. Their commitment to simplifying complex processes while ensuring business owners can concentrate on their goals makes them a valuable strategic partner.
Frequently Asked Questions
What is the purpose of the partnership between Sowell Management and Capital Connect?
The partnership aims to provide Sowell advisors with access to comprehensive M&A consulting and additional services to better support small business-owner clients.
How will Sowell advisors benefit from this partnership?
Advisors will gain access to Capital Connect’s expertise and resources, improving their capabilities in advising clients on M&A and business transitions.
What types of services can clients expect?
Clients can expect services such as business valuations, exit planning, and support in M&A transactions, aimed at navigating complex processes successfully.
Will there be training available for Sowell advisors regarding these services?
Yes, Sowell will provide training through webinars and workshops to ensure advisors fully understand how to utilize Capital Connect’s services.
How long has Capital Connect been in the industry?
Capital Connect brings over 20 years of experience in business brokerage and commercial real estate, ensuring a depth of expertise for Sowell's advisors.
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