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Scott Wetzel, CEO of Skyview Partners, shares mistakes advisors make in finding and acquiring practices and financing options available. Scott shares what selling advisors are concerned about and how buyers can use that information to attract “sell and stay” opportunities. Scott and Jon also share big mistakes advisors make as buyers and why they aren’t winning deals. Scott introduces the APBOE platform that helps sellers and buyers connect and allows advisors to demonstrate their ability to purchase a practice. We also discuss trends in M&A over 2020 and predictions for 2021 including a decrease in the cost of capital, a rise in new sellers entering the market, and rising valuations.
Key Links
Learn more about Skyview Partners: https://www.skyview.com/
Learn more about APBOE: https://www.apboe.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/
Jon Kuttin is a Barron’s Hall of Fame Advisor with 25+ years of experience leading and growing a financial advisory practice. Driven by a mission to build leaders and give back to the financial services industry, Jon launched Kuttin Consulting Group to provide training and consulting services from seasoned practitioners. Jon is skilled at building companies, M&A, leadership, Professional Alliances, Recruiting, and other growth oriented activities. He regular speaks and contributes articles and has been featured in a number of publications including Financial Advisor Magazine. In addition to serving as CEO of Kuttin Consulting Group, Jon serves as a partner in Haydenrock Solutions, a consulting firm helping CPAs build 21st century practices.
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