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

What Advisory Firm Owners Get Wrong About M&A

M&A activity in the financial advisory space continues to reach new highs, but many firm owners are entering deals with assumptions that quietly cost them time, money, and negotiating leverage before they have even started.

In this episode of The SRG Exchange, David Grau Jr. leads SRG’s consulting team and General Counsel through a candid conversation on what firm owners consistently get wrong about M&A, from when to involve an outside team to how valuation methodology, entity structure, and equity sharing all factor into a successful outcome.

You will hear why showing up “80% done” often means you have not really started, how appraised value and sale price are not the same thing, where market multiples landed in 2025, and why entity planning and equity sharing have become essential considerations for advisory firms of nearly every size.

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