In this episode of The Trusted Adviser Podcast, Rob Pyne sits down with Richard Hernan, co-founder of Broadleaf Financial Group, to explore the world of mergers and acquisitions (M&A) in the financial planning industry. With over seven years of experience and 18 successful M&A transactions, Richard shares the strategies and lessons he’s learned from working with entrepreneurial financial planning firms across Australia.
Listen to the show
Topics covered
- Introduction to Broadleaf Financial Group
- Mergers and Acquisitions Landscape in Financial Planning
- Broadleaf’s Investment Strategy
- Key Considerations for Mergers and Acquisitions
- Geographic Expansion and Industry Growth
- Cultural Considerations in M&A
- Financing Options for Acquisitions
- Evaluating Business Readiness for Sale or Acquisition
- The Role of Private Equity and Ownership Structures
- Compliance and Risk in M&A
- Valuation and Financial Metrics in M&A
- Future Trends in Financial Planning M&A
Show notes and transcript
For the full show notes and transcript from this episode, head to the episode page on The Trusted Adviser website here.