M&A Valuations and Deal Terms

July 19, 2024 00:26:43
M&A Valuations and Deal Terms
Advisor Advocates Podcast
M&A Valuations and Deal Terms

Jul 19 2024 | 00:26:43

/

Show Notes

How much is an Advisory practice worth? This is a loaded question that always gets the starting answer of: it depends. On this episode, we dive into what it depends on, more specifically, and what to expect for both sides of the transaction. Most of all, how can you maximize the economic value of the sale of a practice.

The value will ultimately be determined by the following:

Revenue Profile

Client Relationships

Risk sharing between buyer and seller

Resulting Partnership

To learn more and find out how to maximize the value of your practice, visit theadvisoradvocates.com or call Garrett at 919-561-2436 (text first), or send an email to Garrett@theadvisoradvocates.com.

Garrett’s Calendar Link

Other Episodes

Episode

May 30, 2025 00:34:43
Episode Cover

Edge FA - The Growth Formula

Ed Meek & James Alexander of Edge FA discuss the balance and connection between organic and inorganic growth, and how Edge is using each...

Listen

Episode

November 08, 2024 00:32:46
Episode Cover

Compassionately Capitalist: Fidant Wealth Partners

With hearts of social workers and the minds of capitalists, Doug Kisker describes the unique, growth focused culture of his team at Fidant Wealth...

Listen

Episode

September 17, 2024 00:32:57
Episode Cover

Minimum Size to Go Independent

How big does an Advisor's business have to be to survive as an Independent? Even 10 years ago, the answers to this question were...

Listen