EPISODE · Mar 12, 2026 · 50 MIN
Greatest Hits: M&A Masterclass with Jon Kuttin
from Advisor Talk with Frank LaRosa · host Frank LaRosa, Jon Kuttin
Frank and Jon unpack: • Why today's competitive landscape means growth-motivated buyers must approach deals differently. • The three core reasons advisors pursue acquisitions - and which ones actually lead to long-term success. • How leverage, bank financing, and EBITDA-based lending really work in practice. • Why “fixer-upper” books may offer the strongest ROI. • How elite buyers win deals by understanding the emotional side of selling a practice. • The art of creating a safe landing place for sellers, their teams, and their clients. • Why phased buyouts and seller glide paths often create better retention and better economics for everyone. Jon also shares numbers, structures, and stories that demystify the math behind buying a practice - and the mindset required to scale from practitioner to true enterprise builder. If you're a buyer, seller, or advisor considering M&A in any form, this episode is a blueprint you can’t afford to miss. Resources: Jon Kuttin’s LinkedIn: www.linkedin.com/in/jonathankuttin Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners Chapters: 00:00 Introduction 01:08 Meet Jon Kuttin 04:42 What Makes a Buyer Truly Ready 13:56 Building Enterprise Value Through Acquisitions 17:20 Managing Risk, Liquidity & Debt Capacity 21:08 Where the Best Acquisition Opportunities Are 35:20 Why Seller Fit Matters More Than Price 42:02 Structuring Glide Paths, Partial Sales & Long-Term Transitions
Embed this episode
What this episode covers
In this Advisor Talk masterclass, Frank LaRosa sits down with one of the industry’s most prolific acquirers, Barron’s Top 5 advisor Jon Kuttin of Kuttin Wealth Management, for an unfiltered deep dive into the real economics, strategy, and psychology behind M&A in the financial services space world. Across more than 100 acquisitions, Jon has developed a repeatable framework for identifying the right deals, structuring them intelligently, and positioning himself as the buyer sellers gravitate toward - even when he isn’t the highest bidder. In this conversation, he breaks down why not every advisor should be a buyer, what it truly takes to be acquisition-ready, and how elite buyers think about leverage, enterprise value, debt, and multi-year glide paths.
NOW PLAYING
Greatest Hits: M&A Masterclass with Jon Kuttin
No transcript for this episode yet
Similar Episodes
No similar episodes found.