ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "318. Why M&A Is a Game Changer for Advisors With David Grau Jr."
Episode Synopsis
Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love.
Summary:
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
Sponsorship:
A big thank you to our sponsor, Restream! Visit Restream to claim your exclusive offer: https://proudmouth.com/restream/
Resources:
Influence Accelerator Academy (Join for free!)
MyCompass by Succession Resource Group
Webinar: Podcasting for Financial Advisors With Claire Akin and Matt Halloran
Connect With David Grau Jr.:
[email protected]
Succession Resource Group
LinkedIn: David Grau Jr
LinkedIn: Succession Resource Group
Twitter: Succession Resource Group
Facebook: Succession Resource Group
Connect With ProudMouth:
ProudMouth
LinkedIn: Matt Halloran
Twitter: Matt Halloran
LinkedIn: ProudMouth
Facebook: ProudMouth
Twitter: ProudMouth
YouTube: ProudMouth
About Our Guest:
David Grau Jr. is the founder and CEO of Succession Resource Group, a succession and M&A consulting company for advisors. David is a published author and accomplished speaker and has been interviewed and cited in dozens of publications over the last decade. He is currently one of the leading speakers in the financial services industry on M&A and next-gen building strategies, with over 200 presentations to his credit.
Summary:
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
Sponsorship:
A big thank you to our sponsor, Restream! Visit Restream to claim your exclusive offer: https://proudmouth.com/restream/
Resources:
Influence Accelerator Academy (Join for free!)
MyCompass by Succession Resource Group
Webinar: Podcasting for Financial Advisors With Claire Akin and Matt Halloran
Connect With David Grau Jr.:
[email protected]
Succession Resource Group
LinkedIn: David Grau Jr
LinkedIn: Succession Resource Group
Twitter: Succession Resource Group
Facebook: Succession Resource Group
Connect With ProudMouth:
ProudMouth
LinkedIn: Matt Halloran
Twitter: Matt Halloran
LinkedIn: ProudMouth
Facebook: ProudMouth
Twitter: ProudMouth
YouTube: ProudMouth
About Our Guest:
David Grau Jr. is the founder and CEO of Succession Resource Group, a succession and M&A consulting company for advisors. David is a published author and accomplished speaker and has been interviewed and cited in dozens of publications over the last decade. He is currently one of the leading speakers in the financial services industry on M&A and next-gen building strategies, with over 200 presentations to his credit.
More episodes of the podcast Top Advisor Marketing Podcast
Advisor Marketing Plan, Part 3 : Expand Your Reach and Influence With Kirk Lowe (Ep. 497)
10/12/2024
Advisor Marketing Plan, Part 1: Building Your Foundation for Influence With Kirk Lowe (Ep. 495)
26/11/2024
In God we trust