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.
Episode 10: Lasting Advice–Leaving Your Clients in the Best Hands
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.
9 Jul 2025
Episode 9: Fortune Favors Foresight
Angela tells Kevin and Tom about Prosperity Advisors’s succession plan—and how it was started 10 years ago. She talks about how planning so far ahead made the transition seamless, for both employees and clients.
9 Jul 2025
Episode 8: Unforeseen Circumstances
Kevin and Tom welcome Angela Brill, President of Prosperity Advisors, who recounts the challenges of conducting an unplanned acquisition of a business due to the owner’s untimely death.
9 Jul 2025
Episode 7: For Now or Forever?
Kevin and Tom explain how the process of buying or selling a business is a lot like courtship: from first-date vibe checks to meeting the in-laws to popping the question. May you buy/sell happily ever after.
9 Jul 2025
Episode 6: Beauty’s in the Eye of the Buyer
What really makes your financial services practice attractive to buyers? And what doesn’t? Kevin and Tom talk about setting expectations and being clear-eyed, all the way to the close.
9 Jul 2025
Episode 5: Tomorrow Can’t Wait
Procrastination…If you’re putting off listening to this episode, don’t: Kevin and Tom provide real-life examples of the pitfalls of procrastination when it comes to figuring out your succession plan.
9 Jul 2025
Episode 4: Leave on a High Note
Valuations…Kevin, Tom and Dan provide pointers on maximizing the value of your practice while minimizing your problems along the way. So your exit strategy is actually strategic.
9 Jul 2025
Episode 3: Continuity: Think Ahead or Fall Behind
Continuity Plans…Kevin and Tom welcome Dan Mayes to talk about how to create your continuity plans. And how to figure out the future of your business before it gets figured out for you.
9 Jul 2025
Episode 2: Merger or Anchor?
Mergers…Sail off into the sunset or get held back by an anchor? Kevin and Tom share the pros and cons of merging practices, and how selling to another firm can delay your dreams more than you might think, unless you plan ahead.
9 Jul 2025
Episode 1: Mind the Generation Gap
Generation 2…Known quantities can sometimes come with unknown risks. Kevin and Tom take you through the pitfalls of looking inside your practice for your successor, and how expectations don’t always match reality.
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Apple Podcasts (US)
5.0 / 5
1 ratings
Podcast Authority Score: 26 / 100
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YouTube
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