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S2E17 M & A with Steve Prendeville
Manage episode 440800556 series 3591847
Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
There are two incredibly significant days in the life of any business owner - the day they buy it, and the day they sell it.
Which is why Nathan and Jordan have invited Steve Prendeville of Forte Asset Solutions on to the pod this week.
Steve's been a key part of the M & A landscape for financial advisers for long enough to give clear insights on:
- the multiples in the market - how much, and what they're based on
- the CRITICAL importance of cultural fit between buyer and seller
- who's driving activity across the market - on the buy and the sell side
- why some of the anecdotes and rumours about activity haven't really held true
This is a topic of deep interest for Jordan and Nathan, as evidenced by how much attention they paid throughout!
We'd love to hear your thoughts, so please reach out with any complaints, comments and/or criticisms:
Nathan:
Jordan:
LinkedIn:
Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.
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