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Are you an advisor looking to grow your practice inorganically? Or an advisor looking to create an exit strategy?
Either way, you might be interested in learning about the current landscape for mergers and acquisitions (M&A).
In this episode, Jon Kuttin speaks with David Grau Jr., founder, and CEO of Succession Resource Group. David talks about the latest noteworthy trends in M&A for financial advisors, and how you can identify the right M&A deals for your business.
David discusses:
- The potential impact of rising interest rates on M&A
- Why you should primarily focus on finding a right-fit advisor instead of price
- Key factors affecting the valuation of a practice
- Tips to help you avoid overpaying (as buyers) or underselling (as sellers)
- And more!
Connect with David Grau Jr.:
Connect with Kuttin Consulting Group:
- (855) 722-9393
- kuttinconsultinggroup.com
- LinkedIn: Jonathan Kuttin
- CPA Alliance Coaching
- Submit yourself as a guest for the podcast
About our Guest:
David Grau Jr. is the founder and CEO of Succession Resource Group, a succession and M&A consulting company for advisors. David is a published author and accomplished speaker and has been interviewed and cited in dozens of publications over the last decade. He is currently one of the leading speakers in the financial services industry on M&A and next-gen building strategies, with over 200 presentations to his credit.
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.