Peter Nesvold's guest appearances

Peter Nesvold

DealQuest Podcast with Corey Kupfer 

The Evolving Advisor Podcast

John Furey

Mark Tibergien

Michael Kitces

Mike Michalowicz

Zoltan Istvan

David Bach

Joel Block

Kirk Chisholm

Jeff Brown

Dennis Miller

Brian Smith

David Barnett

Dov Baron

Michael Roderick

Michael Houlihan

OwlTail

Peter Nesvold is a lawyer, CFA and CPA by background. He’s also a multi-disciplinary finance executive with 20+ years of Wall Street experience. Now, Peter is the Founder and Managing Partner of Nesvold Capital Partners (NCP), a merchant bank that specializes in the asset and wealth management industries.He’s come a long way from his early start on the farm! Listen in to learn more about:Getting StartedA Developing CareerTaking It To the Next LevelReinvesting for GrowthListen to the DealQuest Podcast today!Website: https://www.coreykupfer.com/LinkedIn: https://www.linkedin.com/in/coreykupfer/Facebook: https://www.facebook.com/CoreyKupferTwitter: https://twitter.com/coreykupfer See acast.com/privacy for privacy and opt-out information.

Peter Nesvold is a lawyer, CFA and CPA by background. He’s also a multi-disciplinary finance executive with 20+ years of Wall Street experience. Now, Peter is the Founder and Managing Partner of Nesvold Capital Partners (NCP), a merchant bank that specializes in the asset and wealth management industries.He’s come a long way from his early start on the farm! Listen in to learn more about: <ul><li>Getting Started</li><li>A Developing Career</li><li>Taking It To the Next Level</li><li>Reinvesting for Growth</li></ul> Listen to the DealQuest Podcast today!Website: <a href="https://www.coreykupfer.com/" rel="noopener noreferrer nofollow" target="_blank">https://www.coreykupfer.com/</a>LinkedIn: <a href="https://www.linkedin.com/in/coreykupfer/" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/in/coreykupfer/</a>Facebook: <a href="https://www.facebook.com/CoreyKupfer" rel="noopener noreferrer nofollow" target="_blank">https://www.facebook.com/CoreyKupfer</a>Twitter: <a href="https://twitter.com/coreykupfer" rel="noopener noreferrer nofollow" target="_blank">https://twitter.com/coreykupfer</a> See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for privacy and opt-out information.

Episode 123: Wealth Management & Deal-Making with Peter Nesvold

In this episode, Jeff, Liz, and Peter discuss: How Peter and Liz made their way into the financial industry and into their current roles at Raymond James and Silver Lane Advisors.Recognizing business ownership in the advising industry.Traits and characteristics of the best run firms.Understanding the value proposition between buyer and seller.Key Takeaways: Succession planning is at a critical stage in the advising industry.Time can be your enemy if you haven’t planned ahead on how to preserve your value to the next generation.  The team dynamic is invaluable, despite being intangible, to the strength of your firm. Don’t make the concession on fees, you’ll regret it later. You do justify your value proposition."For this industry, who has done such a great job taking care of their own clients, it’s time to reflect inward." —  Liz Nesvold Connect with Liz &amp; Peter Nesvold:Twitter: @FIGbankersWebsite: SilverLane.com &amp; RaymondJames.comBook: The Art of Distressed M&amp;A and The Art of M&amp;A Valuation and ModelingLinkedIn: Elizabeth Nesvold &amp; Peter Nesvold  Connect with Jeffrey Concepcion: Website: https://www.stratoswealthpartners.comContact: https://www.stratoswealthpartners.com/contactTwitter: https://twitter.com/Stratos_WealthFacebook: https://www.facebook.com/stratoswealthpartnersLinkedIn: https://www.linkedin.com/in/jeffconcepcion1/

In this episode, Jeff, Liz, and Peter discuss: <ul><li>How Peter and Liz made their way into the financial industry and into their current roles at Raymond James and Silver Lane Advisors.</li><li>Recognizing business ownership in the advising industry.</li><li>Traits and characteristics of the best run firms.</li><li>Understanding the value proposition between buyer and seller.</li></ul>Key Takeaways: <ul><li>Succession planning is at a critical stage in the advising industry.</li><li>Time can be your enemy if you haven’t planned ahead on how to preserve your value to the next generation.  </li><li>The team dynamic is invaluable, despite being intangible, to the strength of your firm. </li><li>Don’t make the concession on fees, you’ll regret it later. You do justify your value proposition.</li></ul>"For this industry, who has done such a great job taking care of their own clients, it’s time to reflect inward." —  Liz Nesvold Connect with Liz &amp; Peter Nesvold:Twitter:<a href="https://twitter.com/FIGbankers" rel="nofollow" target="_blank"> @FIGbankers</a>Website:<a href="https://www.silverlane.com/" rel="nofollow" target="_blank"> SilverLane.com</a> &amp;<a href="https://www.raymondjames.com/corporations-and-institutions/investment-banking/industries-of-focus/financial-services/asset-and-wealth-management" rel="nofollow" target="_blank"> RaymondJames.com</a>Book:<a href="https://www.amazon.com/gp/product/B004MPR5FW/ref=dbs_a_def_rwt_hsch_vapi_tkin_p1_i0" rel="nofollow" target="_blank"> The Art of Distressed M&amp;A</a> and<a href="https://www.amazon.com/gp/product/B0160LA2JQ/ref=dbs_a_def_rwt_hsch_vapi_tkin_p1_i1" rel="nofollow" target="_blank"> The Art of M&amp;A Valuation and Modeling</a>LinkedIn:<a href="https://www.linkedin.com/in/elizabeth-nesvold-9421065/" rel="nofollow" target="_blank"> Elizabeth Nesvold</a> &amp;<a href="https://www.linkedin.com/in/nesvold/" rel="nofollow" target="_blank"> Peter Nesvold</a> Connect with Jeffrey Concepcion: Website:<a href="https://www.stratoswealthpartners.com/" rel="nofollow" target="_blank"> https://www.stratoswealthpartners.com</a>Contact:<a href="https://www.stratoswealthpartners.com/contact" rel="nofollow" target="_blank"> https://www.stratoswealthpartners.com/contact</a>Twitter:<a href="https://twitter.com/Stratos_Wealth" rel="nofollow" target="_blank"> https://twitter.com/Stratos_Wealth</a>Facebook:<a href="https://www.facebook.com/stratoswealthpartners" rel="nofollow" target="_blank"> https://www.facebook.com/stratoswealthpartners</a>LinkedIn:<a href="https://www.linkedin.com/in/jeffconcepcion1/" rel="nofollow" target="_blank"> https://www.linkedin.com/in/jeffconcepcion1/</a>

Ep 017: Liz & Peter Nesvold: Evaluating Your Firm with the Future in Mind