In this episode of the TPR podcast, Matthew Jarvis and Scott DiGiammarino discuss the intricacies of practice valuation and the M&A landscape for financial advisors. They explore current market trends, the importance of a structured process in practice sales, and the emotional aspects of selling a practice. The conversation emphasizes the significance of due diligence, the role of matchmaking in finding the right buyer, and the value of professional representation in negotiations. Listeners gain insights into setting expectations and understanding the true worth of their practices in today's market.
Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]
Resources in today's episode:
- Matt Jarvis - Website | LinkedIn - Scott DiGiammarino - Website | LinkedIn
