Jul 9, 202521 minS1
<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>
About this Podcast:
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.
Pitch Analysis
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Contact path
Public web form
Booking probability
17%
Guest openness
Selective
80/100
Required Score
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Signup to Generate a PitchQuestions about Inflection Point
What is Inflection Point about?
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.
What has Inflection Point covered recently?
Recent episodes include "Episode 10: Lasting Advice, Leaving Your Clients in the Best Hands" (9 July 2025, 21 minutes), "Episode 9: Fortune Favors Foresight" (9 July 2025, 19 minutes), and "Episode 8: Unforeseen Circumstances" (9 July 2025, 20 minutes).
How often does Inflection Point publish?
Inflection Point publishes roughly daily, with episodes averaging 21 minutes across 10 episodes.
How hard is it to get booked on Inflection Point?
Booking probability for Inflection Point is 17%, and the host is rated Selective on guests. Inflection Point requires a Pod Score of 80 or higher. Inflection Point's contact route on record: public web form.
Who should pitch Inflection Point?
The strongest fits for Inflection Point are Investment Banking & Trading. Inflection Point has a business audience.
About the host
Inflection Point is a business podcast with 10 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #9
Episode 9: Fortune Favors Foresight
Jul 9, 202519 minS1<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
Episode 8: Unforeseen Circumstances
Jul 9, 202520 minS1<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
Episode 7: For Now or Forever?
Jul 9, 202515 minS1<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>
- Jul 9, 202519 minS1
<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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Episode #5
Episode 5: Tomorrow Can’t Wait
Jul 9, 202514 minS1<p>Procrastination…If you’re putting off listening to this episode, don’t: Kevin and Tom provide real-life examples of the pitfalls of procrastination when it comes to figuring out your succession plan.</p>
Episode #4
Episode 4: Leave on a High Note
Jul 9, 202525 minS1<p>Valuations…Kevin, Tom and Dan provide pointers on maximizing the value of your practice while minimizing your problems along the way. So your exit strategy is actually strategic.</p>
- Jul 9, 202522 minS1
<p>Continuity Plans…Kevin and Tom welcome Dan Mayes to talk about how to create your continuity plans. And how to figure out the future of your business before it gets figured out for you.</p>
Episode #2
Episode 2: Merger or Anchor?
Jul 9, 202530 minS1<p>Mergers…Sail off into the sunset or get held back by an anchor? Kevin and Tom share the pros and cons of merging practices, and how selling to another firm can delay your dreams more than you might think, unless you...
Episode #1
Episode 1: Mind the Generation Gap
Jul 9, 202523 minS1<p>Generation 2…Known quantities can sometimes come with unknown risks. Kevin and Tom take you through the pitfalls of looking inside your practice for your successor, and how expectations don’t always match reality.</p>
Recent guests
Recent guests on Inflection Point. Study who booked and why before you pitch.
A
Angela
Prosperity Advisors
A
Angela Brill
Prosperity Advisors
Best industries to pitch Inflection Point for
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