Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco

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Quantum Growth for Financial Advisors

Jonathan Kuttin

100 episodes

1 week ago

Barron's Hall of Fame Advisor Jonathan Kuttin provides interviews, strategies, tips, and insights designed to help financial advisors create quantum growth in their own practice.

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Barron's Hall of Fame Advisor Jonathan Kuttin provides interviews, strategies, tips, and insights designed to help financial advisors create quantum growth in their own practice.

Entrepreneurship

Business,

Investing

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Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco

Quantum Growth for Financial Advisors

40 minutes 18 seconds

6 months ago

Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco

In this episode of Quantum Growth for Financial Advisors, Jon Kuttin welcomes Joseph Greco, Managing Director of Elite Advisor Successions, to explore the record-breaking M&A activity reshaping the wealth management industry in 2024.
Joseph shares his journey in wealth management M&A and discusses how Elite facilitates transactions across the independent broker-dealer and RIA space. The conversation dives into the current deal landscape, including transactions ranging from $25M to over $1B in AUM, and examines the impact of institutional capital, succession planning, and advisor demographics on future deal flow.
Whether you’re planning an exit, seeking growth through acquisition, or just keeping an eye on industry trends, this episode offers critical insights for navigating today’s evolving M&A environment.
Joseph Greco and Jon Kuttin discuss:

* 2024 M&A trends and the factors driving over 300 announced transactions
* The growing role of private equity and its influence on deal structures and valuations
* Succession challenges amid an aging advisor population and looming talent shortfall
* Valuation benchmarks, including gross and recurring revenue multiples
* Strategic advice on equity rollovers, buyer fit, and scaling for long-term success

Links and Resources:

* Elite Consulting Partners Website
* Elite Advisor Successions Website
* Elite Consulting Partners LinkedIn Company Page
* Elite Advisor Successions LinkedIn Company Page

Connect with Joseph Greco:

* Joseph Greco Email
* Joseph Greco LinkedIn
* Schedule Time with Joseph

Connect with Jon Kuttin and Kuttin Consulting Group:

* (855) 722-9393
* kuttinconsultinggroup.com
* LinkedIn: Jonathan Kuttin
* CPA Alliance Coaching
* Submit yourself as a guest for the podcast

About our Guest:
Joseph started his career with Kuttin Wealth Management, the #1 practice at Ameriprise financial, where he held various positions within the practice, eventually working his way up to collaborate directly with the CEO and senior management team to drive organic and inorganic growth. In his tenure with Kuttin Wealth Management, he sourced over 400M in inorganic opportunities and over 60M of AUM from CPA partners across the nation. Today, Joseph acts as the managing director of Eilte Advisor Successions, helping advisors grow inorganically through mergers and acquisitions and also helps consult with advisors looking for a clear path for their succession and a way to monetize their life’s work.