Greatest Hits: M&A Masterclass with Jon Kuttin

About this episode

Frank LaRosa interviews Jon Kuttin about M&A strategies in the financial services industry.

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.

People in this episode

Host: Frank LaRosa

Guest: Jon Kuttin

Topics covered

• M&A
• financial services
• acquisitions
• business strategy
• advisor psychology

Keywords

• M&A
• acquisitions
• financial advisors
• business strategy
• enterprise value

Mentioned in this episode

Organizations: Kuttin Wealth Management, Barron’s

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