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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
The post Trends in Financial Advisor M&A and Valuations appeared first on Kuttin Consulting Group.
By Jonathan Kuttin4.9
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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
The post Trends in Financial Advisor M&A and Valuations appeared first on Kuttin Consulting Group.

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