In this discussion, Peter Velardi, founder of JPTD, shares his expertise in negotiating advisory transitions and M&A. He explains the significance of earnouts and detailed deal terms, emphasizing their impact on the final sale price. Peter cautions against negotiating directly with single buyers, highlighting the value of creating competition in the market. He offers insights on structuring payouts, designing post-sale roles, and navigating the intricacies of valuations, all while noting the current seller's market as an optimal time for advisors.
