Scott DiGiammarino

M&A advisor and partner with JPTD Partners who specializes in financial advisor practice valuation and deals; former long-time advisor and industry executive with deep experience structuring transactions and buyer matchmaking.

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Nov 3, 2025 • 27min

Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]

In this engaging conversation, Scott DiGiammarino, an M&A advisor at JPTD Partners, shares his wealth of knowledge on practice valuation for financial advisors. He dives into current market trends and emphasizes the importance of structured sales processes. Scott details how to match sellers with the right buyers and the crucial steps in due diligence. He candidly discusses the emotional challenges faced by sellers and the potential pitfalls of self-representation, highlighting why having a broker can safeguard value during negotiations.

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