Taking A Look At Current M&A Trends and More with Dave Hostetler

Retirement Inside Out with Tom Lamendola

In this episode, we’re joined by the one and only Dave Hostetler to talk about the evolving world of mergers and acquisitions (M&A) for independent financial advisors. He’s here to share the insights he's gained from talking with small business owners, highlighting current trends like friend-to-friend deals and internal succession plans becoming more popular. Join us as we discuss key factors influencing the valuation of advisory practices and provide some helpful insights for buyers and sellers preparing for successful transactions.

This conversation also touches on some broader practice management topics such as team building, talent acquisition, and the importance of structured training programs for new hires. Dave talks about how process manuals and standardized procedures can boost efficiency and create a positive workplace environment. Whether you're considering selling your advisory practice, exploring growth through acquisitions, or optimizing your operational framework, this episode is one you don’t want to miss!

Here’s some of what we discuss in this episode:

• The increasing trend of internal transactions over open market sales
• Key factors that can enhance a business’ valuation for potential mergers and acquisitions
• The lengthy and complex nature of M&As + ensuring a good fit in terms of values, processes, technology, and more
• The importance of training and process manuals for new staff in financial advisory practices
• The considerations and challenges of hiring associate advisors

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