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business
Hosted by Unknown Host · business · EN-US · 10 episodes
Welcome to Inflection Point, the podcast about creating a Succession Plan for your financial services business. Hosts Kevin Conard and Tom Sboto bring their decades of experience in M&A to teach you how to secure the future of your practice, your clients, and your family.
Required Pod Score for this show. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Public web form
Booking probability
17%
Guest openness
Selective
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Signup to Generate a PitchInflection Point is a business podcast hosted by Unknown Host, with 10 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
Unknown Host hosts Inflection Point, a business show with 10 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #10
<p>Kevin and Tom talk about the importance of finding the best buyer not just for you, but also for your clients. And talk through tips on how to identify your ideal successor. </p>
Episode #9
<p>Angela tells Kevin and Tom about Prosperity Advisors’s succession plan—and how it was started 10 years ago. She talks about how planning so far ahead made the transition seamless, for both employees and clients. </p>
Episode #8
<p>Kevin and Tom welcome Angela Brill, President of Prosperity Advisors, who recounts the challenges of conducting an unplanned acquisition of a business due to the owner’s untimely death. </p>
Episode #7
<p>Kevin and Tom explain how the process of buying or selling a business is a lot like courtship: from first-date vibe checks to meeting the in-laws to popping the question. May you buy/sell happily ever after. </p>
Episode #6
<p>What really makes your financial services practice attractive to buyers? And what doesn’t? Kevin and Tom talk about setting expectations and being clear-eyed, all the way to the close. </p>
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Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
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