What You'll Learn In Today's Episode:

• Understand the information gap between an advisor selling a practice and an experienced acquisition team.
• Look beyond headline revenue multiples to compare deal structure, restrictions, and partner fit.
• Learn how competing offers can help sellers assess market interest and negotiate terms.
• Examine control provisions in minority transactions rather than relying on the percentage sold.
• Ask prospective representatives how many advisory firm deals they have recently closed.
• Weigh the risks of waiting and explore your options before committing to a sale.

In this episode, Matthew Jarvis welcomes Peter Velardi of JPTD Partners to unpack the myths and information gaps surrounding advisory firm sales. Peter explains why sellers can be at a disadvantage when negotiating with experienced acquisition teams and how specialized representation can help them evaluate their options. They discuss the limits of headline revenue multiples, the role of competing offers, and the control provisions that can complicate minority transactions. Peter also shares questions advisors should ask prospective representatives and describes a process for comparing offers against personal priorities. The conversation closes with the risks of postponing succession decisions, including business concentration and changing market conditions, and why exploring a potential partnership does not mean committing to sell.