Tag: Financial Advisors

The Founder’s Exit Paradox with Jerome Myers (Ep.17)

The Founder’s Exit Paradox with Jerome Myers (Ep.17)

Many Advisors dedicate their lives to building their companies. But what happens after they exit their business?

The transition can be fraught with unexpected emotional challenges that are often overlooked!

Get ready to address the “founder’s exit paradox” with David Grau Jr. and guest Jerome Myers, founder of DreamCatchers and The Myers Development Group. They shed light on the difficulties that come with stepping away from a business you’ve poured your heart into and how to navigate the journey toward a fulfilling post-exit life.

Key Discussion Points:

  • Jerome’s story of exiting Corporate America
  • What is the “founder’s exit paradox” and how does it affect business owners
  • Why it’s normal to feel empty or lost after a business exit
  • Six centers of doubt that every business owner may experience after selling a business
  • The N.E.X.T. formula to find purpose post-exit
  • Proactive measures to seamlessly navigate the different stages of exit
  • And much more!

Resources:

Connect with David Grau Jr.:

Connect with Jerome Myers:

About Our Guest:

Jerome Myers aka “J” is a developer of people and places. He is the founder and Chief Inspiration Officer of DreamCatchers and The Myers Development Group. Through these entities, he gets to live out his childhood dreams of helping people manifest the things they imagine and create social proof that dreams should be real. Since leaving corporate America after building a 20MM division at a Fortune 550 company, J has become one of the most sought-after thought leaders in the multifamily development space. His company, The Myers Development Group, built a multi-million-dollar portfolio following the principles of Myers Methods.

Unlike other coaching programs, they will go beyond strategy, assessments, and encouragement. Jerome pioneered Holistic Transformational Life Coaching more than 15 years ago. Up until about two years ago, it was only used with his closest friends and family. They repeatedly urged him to share his techniques with others and laid the foundation for introducing his methods to the world.

Advisor Deal Lending Simplified with Dustin Mangone and Aaron Racino (Ep.16)

Advisor Deal Lending Simplified with Dustin Mangone and Aaron Racino (Ep.16)

Whether it’s M&A or succession planning, a critical challenge advisors face is navigating the lending process for equity purchases.

It’s not just about the access to capital, but also the intricacies of the deal structure!

Recognizing this struggle, David Grau Jr. sits down with Dustin Mangone and Aaron Racino from PPC Loan to simplify advisor financing. They highlight the current state of M&A and share insights into securing loans and finding a deal that aligns with your business goals.

Key Discussion Points:

  • PPC Loan’s 10+ years of experience serving the advisory lending space
  • How PPC Loan differs from a traditional bank loan
  • What loan solutions may look like for an internal succession to the next-gen
  • How to evaluate loan terms beyond interest rates (i.e., understanding the “fine print”)
  • Factors that can make or break a deal in the eyes of lenders
  • 2024 outlook for M&A trends
  • And much more!

Connect with PPC Loan:

Connect with Dustin Mangone:

Connect with Aaron Racino:

Connect with David Grau Jr.:

About Our Guests:

Dustin Mangone, as the Managing Partner and Director of the Investment Advisor Program, spends 100% of his time focused on the acquisition financing needs of investment advisors nationwide. With over 14 years of experience as a cash-flow lender, Dustin has evaluated and underwritten more than $500 million in funded loans supporting hundreds of business owners across the country who are looking to grow their business by way of acquisition. From the initial phone call to the funding of your loan, Dustin takes a hands-on approach to make sure your needs are properly met throughout the entire process.

Aaron Racino, during his time with PPC LOAN, has worked with hundreds of current and aspiring small business owners to accommodate their various business financing needs. He relies on his experience to help his clients through not only the lending process but also offers his insight and advice to clients who might be navigating an acquisition for the first time. With a background in sales, Aaron truly knows the importance of tailoring products to suit the needs of his customers and takes a hands-on approach to ensure an enjoyable experience from underwriting throughout the life of the loan.

Successful M&A and Financing Strategies with Parker Finot (Ep. 12)

Successful M&A and Financing Strategies with Parker Finot (Ep. 12)

Ever wondered why some deals soar while others sputter? 

From backdoor metrics to surprising valuations, we’re spilling industry secrets.

David Grau Jr. and Parker Finot from SRG invite you to join them as they unravel the mysteries of deal-making in the financial advisory world. Dive into the hidden metrics, unexpected valuations, and behind-the-scenes dynamics that shape business transitions.

Listen in as David and Parker reveal:

  • What really separates Deal Support from Succession Planning
  • Why full sales through asset acquisition are so prevalent
  • How consulting can make or break client relationships during transitions
  • Why some peer-to-peer deals seem undervalued, while others skyrocket 20-30% above expectations
  • Why sellers stay on post-sale and the evolving dynamics of peer-to-peer deals
  • And much more!

 

Resources:

Connect with David Grau Jr.:

About our Guest: 

Parker Finot, an M&A and Succession Plan Consultant at SRG, has nearly a decade of financial experience. He previously served as a San Diego financial advisor and was a pioneering Virtual CFO at LPL Financial. Educated at San Diego State University with a Professional Accounting Certification from UCSD Extension, Parker excels in corporate finance and business consulting.

Loans, Interest Rates, and Lending Solutions: Inside PPC Loan with Dustin Mangone (Ep. 3)

Loans, Interest Rates, and Lending Solutions: Inside PPC Loan with Dustin Mangone (Ep. 3)

Are you struggling to figure out how to finance deals in today’s competitive market, where interest rates are skyrocketing, and valuations are at all-time highs? As an advisor, growing your business through inorganic acquisition can be a tremendous opportunity, but it comes with its challenges, including figuring out the capital requirements to fuel that growth.

Join David Grau Jr. in this captivating episode as he sits down with Dustin Mangone, the Managing Partner and Director of PPC LOAN. With a proven track record of working with service sector cash flow-based businesses, including insurance agents and investment advisors, Dustin and his team at PPC LOAN are experts in financing deals and providing the capital you need to grow your business.  

Topics Dustin discusses more on: 

  • Insights on the importance of having a strong financial plan in place to achieve long-term business success
  • Comparison of PPCLoan with other lending companies
  • Guidance on private equity issues to help companies in need
  • Strategies for companies to create a plan for the future success of their business
  • And more

Connect with Dustin: 

Connect with David:

About David: 

David Grau Jr. is the founder and CEO of Succession Resource Group, a succession and M&A consulting company for advisors. Prior to launching SRG, David was the leading M&A consultant for a well-known succession planning firm to advisors where he led and developed numerous programs for RIAs. Prior to this role, David served in the United States Navy.

David is a published author and accomplished speaker and has been interviewed and cited in dozens of publications over the last decade. He is one of the leading speakers in the financial services industry on M&A and next-gen building strategies, with over 200 presentations to his credit. In the past five years, he has spoken at a variety of the industry’s leading firms, including LPL Financial Services, Wells Fargo, Ameriprise Financial, ING, Independent Financial Group, Geneos, Swan Global, Advisor Group, Fidelity, Jackson National, Prudential, Raymond James, and regularly volunteers his time speaking for the Financial Services Institute (FSI) and FPA chapters around the country.

David holds a Bachelor’s Degree from Portland State University and a Master’s Degree from Willamette University’s Atkinson Graduate School of Management. David, his wife Kristen, and their three children are long-time residents of Portland, Oregon, but take every opportunity to travel.

Fun Facts: David enjoys spending time with his family, reading, running, is an avid wine enthusiast and developing a taste for cigars, loves traveling, and reading, he also enjoys snow and water sports and loves basketball (playing or watching). Prior to having three children and starting a business, David had a beautiful head of hair. Now he doesn’t.