What You'll Learn In Today's Episode:

• M&A activity has been increasing significantly in recent years.
• Understanding the context behind valuation multiples is crucial.
• Selling a business is a significant emotional decision
• It’s important to disclose any issues during the sale process to avoid future problems.
• Buyers are sophisticated and can see through misrepresentations.
• Maintaining good business practices is essential, regardless of selling intentions.
• The decision to sell should be made with careful consideration of personal and business factors.
• Engaging with an M&A advisor can provide valuable insights and support.

In this episode of the TPR Podcast, Matthew Jarvis and Jessica Polito delve into the complexities of mergers and acquisitions (M&A) in the financial advisory space. They discuss the current trends in M&A, the importance of understanding deal terms, and the emotional journey of selling a business. The conversation highlights the significance of context in business valuation, the challenges of succession planning, and the need for advisors to be proactive in their approach to potential buyers. Listeners are encouraged to maintain transparency and best practices in their business operations, regardless of their plans to sell.

Resources In Today's Episode: