Trends in Financial Advisor M&A and Valuations
Update: 2021-02-03
Description
David Grau Jr, founder and CEO of Succession Resource Group, shares insights and trends impacting financial advisor mergers and acquisitions. David summarizes how M&A has evolved over the past decade and what advisors can expect in 2021. He also shared how lending options have made M&A easier and how access to capital is driving up valuations among financial advisory firms. He and Jon also share some insights into why some advisors are better positioned to secure M&A deals and how having processes and frameworks in place help advisors grow a financial practice.
Key Links
Learn more about Succession Resource Group: https://www.successionresource.com
Learn more about Lending Well: https://www.lending-well.com/
Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com
Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/
Connect with Jon on LinkedIn: https://www.linkedin.com/in/jonkuttin/
Connect with Shennandoah on LinkedIn: https://www.linkedin.com/in/shennandoahconnor/
Key Links
Learn more about Succession Resource Group: https://www.successionresource.com
Learn more about Lending Well: https://www.lending-well.com/
Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com
Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/
Connect with Jon on LinkedIn: https://www.linkedin.com/in/jonkuttin/
Connect with Shennandoah on LinkedIn: https://www.linkedin.com/in/shennandoahconnor/
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
