Nicholas Gudz

Co-founder and Managing Partner
StarPoint Consulting Group

Nicholas Gudz is co-founder and managing partner of StarPoint Consulting Group, an M&A advisory and recruiting firm, and also co-founder of Succession Link, a marketplace for advisors to buy and sell practices. He has held sales and client service positions with financial services firms such as Goldman Sachs & Co, HSBC Group, and most recently as Vice President of Sales with Absolute Capital Management, covering distribution in a nine-state territory on the west coast. Nicholas holds a dual degree B.S. in Finance and B.S. in Management Information Systems from Northeastern University in Boston, MA.

Articles by Nicholas Gudz
Determining a Selling Price for Your Financial Planning Firm
VIEWPOINTS: Nicholas Gudz, Co-founder and Managing Partner, Succession Link; When preparing your financial advisory practice for sale, one of the most challenging aspects of the transaction is coming up with a proper value.
The Hidden Value of a Financial Practice Listing
VIEWPOINTS: Nicholas Gudz, Co-founder and Managing Partner, StarPoint Consulting Group; On the surface, the true value of a listing that details a financial service practice for sale isn’t exactly obvious.
Assemble a Team of Professionals to Help Sell Your Financial Planning Firm 1
VIEWPOINTS: Nicholas Gudz, Co-founder and Managing Partner, StarPoint Consulting Group; The sale of your financial advisory practice will take a significant amount of effort and planning. Even if you are a self-described maverick, selling your firm is not a process that you should attempt to do by yourself.
Selling Your Financial Advisory Practice
VIEWPOINTS: Nicholas Gudz, Co-founder and Managing Partner, StarPoint Consulting Group; As more and more financial advisors transition to independence, they often cite higher payouts, better support from a new broker/dealer, and the ability to operate their business as they wish as the reasons for making the move.
Moving to Independence… According to Protocol
VIEWPOINTS: Nicholas Gudz, Co-founder and Managing Partner, StarPoint Consulting Group; In 2004, three major wirehouses (Merrill Lynch, Citigroup and UBS) formed the Protocol for Broker Recruiting, an agreement that refrained them from enforcing non-competes against brokers who moved between signatory firms.
Will Your Clients Follow You?
VIEWPOINTS: Nicholas Gudz, Co-founder and Managing Partner, StarPoint Consulting Group; Financial advisors are on the move. Of course that isn’t something that takes us by surprise, but the amount of assets that switched hands within the brokerage industry this year alone may … a whooping $59 billion
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