
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.
4.9
4040 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.
189 Listeners
1,032 Listeners
14,052 Listeners
1,430 Listeners
1,992 Listeners
454 Listeners
2,047 Listeners
92 Listeners
241 Listeners
66 Listeners
9,095 Listeners
108 Listeners
118 Listeners
475 Listeners
42 Listeners