Welcome back to another episode of Quantum Growth for Financial Advisors. This week, Jon breaks down one of the most misunderstood growth strategies in the advisory space—M&A. He unpacks why advisors pursue acquisitions in the first place and challenges the common assumption that buying a practice is a fast path to increased cash flow. Jon

The post The Advisor’s Guide to Smart M&A: Capital, Motives, and Discipline with Jon Kuttin appeared first on Kuttin Consulting Group.

Welcome back to another episode of Quantum Growth for Financial Advisors. We’ve been getting fantastic feedback on our solo episodes with Jon, so we’re keeping that momentum going for today's episode! This week, Jon builds on insights from our previous 10x episode, going deeper into how to think critically about applying 10x principles inside your

The post From Table Stakes to 10x: Leading Yourself to Leading an Enterprise appeared first on Kuttin Consulting Group.

We’re back with another solo episode of Quantum Growth for Financial Advisors with Jon Kuttin. Today, Jon explores why financial advisors are increasingly acquiring or partnering with accounting firms to build integrated, family-office-style experiences. He explains how private equity and family office capital—once focused on RIAs—has moved into the accounting middle market, driving up valuations

The post Private Capital is Coming for CPA Firms — Here’s Why Advisors Should Care with Jon Kuttin appeared first on Kuttin Consulting Group.