HeyJaredThe Fine Print
Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG's "The Fine Print" podcast where Succession Resource Group's experts dive deep into the latest industry trends, recommendations, and observations.With no fluff and a touch of…
- Indexed episodes, last 90 days
- 2
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- Sep 2, 2026
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- Jul 22, 2026
Latest episodes
Dealing with Acquisition Risk: How Buyers and Sellers Balance Price, Terms, and Uncertainty (Ep. 36) (opens the original)
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Every advisory firm acquisition carries risk. The question is not how to eliminate it -- it's how to account for it so the deal still gets done. In this solo episode of The Fine Print, David Grau Jr. breaks down the tools buyers and sellers use to structure deals that acknowledge risk while still getting them done -- from clawback clauses and earn-outs to stretch notes and extended amortization. Topics covered: Why higher prices mean buyers carry more risk -- and what to do about it The differen
To PE or Not to PE: What Every Advisor Should Know About Private Equity Offers (Ep. 35) (opens the original)
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Private equity is no longer just for billion-dollar firms. PE-backed aggregators are moving downstream, and advisors with $150M to $500M in AUM are getting unsolicited offers. But are these deals as good as the headlines suggest? In this episode of The Fine Print, David Grau Jr. and Kristen Grau break down what advisors need to know before entertaining a PE-backed offer -- from understanding deal structure to knowing whether your firm is actually the right fit. Topics covered: • The difference b
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