RIA lenders make case for successions over sales in DeVoe conf. panel
Dustin Mangone, Managing Director of PPC LOAN, among the panelists quoted in this article from Citywire RIA. Mangone was one of three lenders providing insights and examples on how to execute affordable internal successions that benefit the founder, successors, and clients. The panel was part of Devoe & Co’s 2022 Elevate Conference in Las Vegas.