NEW EPISODE OUT NOW:Built to Sell
Built to Sell: The Advisor's M&A Playbook with Scott Danner
In this episode of the Always On podcast, Duncan speaks with Scott Danner, CEO, author, and advisor to enterprise-level leaders, for a fast-paced conversation on what every financial professional needs to know about the accelerating wave of M&A activity.
Scott breaks down why enterprise value has become the ultimate scorecard in today's advisory landscape, how top teams are preparing years in advance for transitions, and the mindset shift required to move from being the indispensable advisor to the architect of a scalable, transferable business.
Together, they unpack the leadership habits, team structure, and client experience strategies that determine whether you survive the industry's consolidation or thrive in it.
Key takeaways:
- How to position your advisory business for maximum value in M&A transactions
- Leadership habits that make your team attractive to buyers
- The client experience strategies that preserve relationships through a sale
- Steps to future-proof your business and succession plan
If you are looking to strengthen your succession strategy, understand premium valuations, or future-proof your business, this episode is a must-listen.
Tune in to discover strategies that will help you take your advisory practice to the next level:
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
