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 23, 2025 00:33:01
Episode Cover

Sage Insurance Partners: The New 80/20 Standard

Kip Kiser of Sage Insurance Partners explains how his company helps Advisors offload their insurance workload without offloading their insurance revenue.  Talk to Kip: ...

Listen

Episode

July 30, 2025 00:37:43
Episode Cover

ICG Next: Raising the Bar on Service

Managing Partner James Costabile of ICG Next in Wall Township, NJ discusses how their Firm is enhancing client service to grow in a self...

Listen

Episode

August 14, 2025 00:26:43
Episode Cover

Investing in Advisor Technology: CPR Investments

Justin Reinhold discusses the importance of technology in an Advisors practice and how CPR invests in the commitment to stay ahead of the technological...

Listen