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

June 27, 2025 00:50:34
Episode Cover

Challenging the Status Quo: CPR Investments

Charles and Nancy Reinhold talk about how their Firm challenges convention to bring cutting edge investment strategies to Advisors and clients.  CPR Investments Website  ...

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

November 27, 2024 00:36:28
Episode Cover

Financial Advisor’s Guide to Podcasting

As podcasting continues to grow as a media alternative, millions of investors are turning to podcasts to learn more about making smart decisions with...

Listen