Why M&A Is a Game Changer for Advisors

Mergers and acquisitions (M&A) can be a game changer for advisors. When done right, they may be the fastest way to grow your business!

In this episode, Matt Halloran talks to David Grau Jr., MBA, the founder and CEO of Succession Resource Group. As an expert in the M&A landscape, David shares insights into how advisors can either grow their business exponentially as buyers or create an efficient exit plan as sellers.

David discusses:

  • How COVID-19 affected M&A –– plus, post-pandemic opportunities you don’t want to miss
  • Ways to overcome the biggest challenges when buying or selling a business
  • Reasons to prioritize “right fit” over price in M&A deals
  • Tips to improve your chances of winning deals over other buyers
  • How podcasting can help create a smooth transition of clients to the new owners
  • And more

Related: Why the Future of Financial Services Isn’t Financial