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The Fine Print

The Fine Print

David Grau Jr.
Uitgebracht: 2026-04-02
© Copyright 2026 The Fine Print
The Fine Print - QR Code
GratisNew
32 afleveringen
Audio
Luister in Apple Podcasts
GratisNew
32 afleveringen
Audio
Luister in Apple Podcasts
Uitgebracht: 2026-04-02
© Copyright 2026 The Fine Print
Meest recente aflevering
What Advisory Firm Owners Get Wrong About M&A | The Exchange (Ep. 31)

What Advisory Firm Owners Get Wrong About M&A | The Exchange (Ep. 31)

Most advisory firm owners think they're 80% done with a deal once they've found a buyer and shaken hands on a number. In reality, they may not even be in the first inning. In this episode of The SRG Exchange, SRG's consulting team and General Counsel p
Tijd: 59:53
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Most advisory firm owners think they're 80% done with a deal once they've found a buyer and shaken hands on a number. In reality, they may not even be in the first inning.
In this episode of The SRG Exchange, SRG's consulting team and General Counsel pull back the curtain on what firm owners consistently get wrong about M&A, from timing and valuation methodology to entity structure and equity sharing strategy.
The group covers when to bring in an outside team and what happens when you wait too long, why a business's appraised value and its sale price are not the same thing, where market multiples landed in 2025, why internal succession deals rarely match the economics of an external sale, and how entity planning and equity sharing have shifted from tools reserved for the industry's biggest firms to essentials at nearly every size.
Aflevering-ID: 1000758908704
GUID: https://blubrry.com/1474166/153781905/what-advisory-firm-owners-get-wrong-about-ma-the-exchange-ep-31/
Releasedatum: 2-4-2026 21:10:57

Beschrijving

Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG's "The Fine Print" podcast where Succession Resource Group's experts dive deep into the latest industry trends, recommendations, and observations.
With no fluff and a touch of entertainment, we provide valuable insights on understanding and leveraging the value of your business, growing your business through optimized organizational structures and deals, improving and protecting your business for sustainability, and preparing for retirement to maximize results.
Each episode brings a fresh perspective to industry trends, empowering you to achieve your business goals. So grab your favorite beverage and join us on SRG Off Script for expert advice on managing your financial services practice.

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