Inflection Point
Podcast Description
Welcome to Inflection Point, the podcast about creating a Succession Plan for your financial services business. Hosts Kevin Conard and Tom Sboto bring their decades of experience in M&A to teach you how to secure the future of your practice, your clients, and your family.
Podcast Insights
Content Themes
The podcast covers a range of topics related to succession planning, including identifying ideal successors, planning for unforeseen circumstances, and maximizing business valuation. Episode highlights feature discussions on seamless transitions during acquisitions and the pitfalls of procrastination, with practical tips and real-life examples tailored for financial professionals.
Welcome to Inflection Point, the podcast about creating a Succession Plan for your financial services business. Hosts Kevin Conard and Tom Sboto bring their decades of experience in M&A to teach you how to secure the future of your practice, your clients, and your family.
Kevin and Tom talk about the importance of finding the best buyer not just for you, but also for your clients. And talk through tips on how to identify your ideal successor.
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