Key takeaways from today’s episode include:
- Why 2024 was a blockbuster year for M&A, with over 300 major transactions - and why that number doesn’t even scratch the surface of the full deal flow.
- The increasing role of private equity in the advisory space and how it’s reshaping competition, valuations, and acquisition strategies.
- The biggest mistakes buyers make that cause deals to fall apart - and how to avoid them.
- How advisors can position themselves to maximize their firm’s valuation and attract the right buyers.
- Why marketing, branding, and a strong succession plan are critical components of a successful M&A deal.
Frank and Joe dive deep into the realities of today’s M&A market, offering practical strategies for advisors looking to make informed decisions about their future. Whether you’re exploring an acquisition, preparing your firm for sale, or just want to stay ahead of industry trends, this episode provides valuable insights to help you make the right moves.
Tune in now for a data-driven look at the current M&A landscape and what it means for financial advisors in 2024 and beyond!
