M&A Masterclass with Jon Kuttin

from Advisor Talk with Frank LaRosa · host Jon Kuttin, Frank LaRosa

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.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

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.

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M&A Masterclass with Jon Kuttin

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This episode is 49 minutes long.

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This episode was published on December 4, 2025.

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