Todd Steinberg
Founder and managing partner of Thrive Financial Group. Has over 27 years of experience emphasizing succession planning and business development in the accounting and tax industry.
Best podcasts with Todd Steinberg
Ranked by the Snipd community
18 snips
Jan 24, 2025 • 32min
Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay
Todd Steinberg, managing director of Thrive Financial Group, and Shannon Hay, senior vice president at United Midwest Savings Bank, delve into the intricacies of accounting firm acquisitions. They discuss the evolving landscape of financial advisory and accounting firms as they merge services for a comprehensive client experience. The conversation highlights the importance of debt service coverage in acquisitions and the necessity of relationship-building for successful partnerships, providing valuable insights for advisors looking to expand.
10 snips
Apr 3, 2025 • 35min
The Current State of Accounting Firm M&A W/Todd Steinberg
Todd Steinberg, founder of Thrive Financial Group, shares his extensive expertise in the accounting industry. He dives into the shifting dynamics of mergers and acquisitions, highlighting the growing impact of private equity. The discussion touches on crucial acquisition drivers like human capital and geographical reach. Todd also demystifies deal structures, including rollover equity, and offers insights into current valuation trends based on client retention and profitability. This is a treasure trove for any accounting firm owner considering growth or a sale!
