What You'll Learn In Today's Episode:

• Evaluate the full deal structure, including ongoing compensation and earnout terms, rather than the headline multiple alone.
• Experienced representation can help identify negotiable terms and provide context from comparable transactions.
• Define must-haves, deal breakers, and lifestyle goals before approaching potential buyers.
• Understand how aggregators and integrators differ in branding, technology, investment management, and operations.
• Consider how a transaction will affect your clients, staff, successors, and opportunities for continued growth.
• Preparing your business story and exploring options early can help you assess both the benefits and risks of waiting.

In this episode, Matthew Jarvis welcomes Scott DiGiammarino of JPTD Partners to discuss what advisors can overlook when selling their practices directly to a buyer. Scott shares an example of an owner who accepted a deal he believes left substantial value on the table, then explains why a headline multiple tells only part of the story. They explore ongoing compensation, earnout terms, staff arrangements, and the operational details that shape life after a sale. The conversation covers building a wish list, identifying deal breakers, and understanding the differences between aggregators and integrators. Matthew and Scott also discuss how preparation, buyer fit, and experienced representation can help advisors evaluate their options and pursue a transaction that supports their business and personal goals.