S2E17 - M & A with Steve Prendeville

Challenge the Standard in Financial Advice

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:

[e-mail]

www.nathanfradley.com.au

Jordan:

[e-mail]

www.planningsolo.com.au

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.