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/