We are back with our next episode of Quantum Growth for Financial Advisors!  This week, we review the M&A space with David Grau Jr. at Succession Resource Group to recap what the wealth management industry saw in 2022.

David talks about the noteworthy trends in M&A for financial advisors that occurred last year and compares the environment to what we saw in 2021.

If you are an advisor looking to grow inorganically or gain more insight about the current landscape of the M&A world and what is to come, this podcast is just for you.

David talks in-depth about the latest changes in M&A for financial advisors, current considerations and how you can identify the right M&A deals for your business in this everchanging environment.

You do not want to miss this information packed episode!

David discusses:

  • How changing interest rates and the cost of capital are impacting M&A transactions.
  • How multiples have changed year over year
  • The current key factors affecting the valuation of an advisory practice.
  • How deals have been changing over the past 12-months and the complexity behind the underlying structures
  • A unique insight into the lending space for wealth management acquisitions.
  • How broker dealers and RIAs are getting more involved in the M&A space and how that is affecting advisors and could affect the industry in the future
  • Tips to help you avoid overpaying (as buyers) or underselling (as sellers)
  • How to protect the biggest asset in your business
  • How to create a win-win-win for the buyer, seller and the clients
  • Real examples of deals that David has advised and consulted on recently.
  • And much, much more!


Connect with David Grau Jr.:

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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.