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

November 24, 2025 00:40:08
Episode Cover

The Team Based Approach for Independent Financial Advisors

Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial...

Listen

Episode

March 28, 2025 00:28:44
Episode Cover

Bridging the Gap

The imbalance of buyers and recruiters with Advisors looking for a change is overwhelming, and it creates a frustrating process for both sides. Firms...

Listen

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