
Sign up to save your podcasts
Or
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.
5
3838 ratings
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.
195 Listeners
1,830 Listeners
344 Listeners
14,047 Listeners
277 Listeners
4,329 Listeners
100 Listeners
458 Listeners
2,040 Listeners
92 Listeners
232 Listeners
8,780 Listeners
107 Listeners
113 Listeners
645 Listeners