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

October 18, 2024 00:29:50
Episode Cover

Modern Marketing: Practice What You Preach

Developing a sound marketing strategy to build a sustainable growth engine for your business follows a lot of the same principles you advocate for...

Listen

Episode

July 03, 2024 00:28:08
Episode Cover

So, You Want to Start an RIA?!

Financial Advisors debating total independence typically include the option of starting their own RIA. It is an appealing option giving the Advisor total control...

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