In this episode of the Perfect RIA Podcast, Matthew Jarvis is joined by Ted Jenkin to discuss the high-stakes world of mergers and acquisitions in the financial advisory industry. They expose the gap between self-proclaimed M&A “experts” and those with genuine deal-making prowess. They highlight how proper negotiation tactics can transform a mediocre deal into a goldmine—and why having a professional negotiator in your corner might be the best investment you’ll ever make. They tackle the uncomfortable truth that many advisors don’t actually know their practice’s real revenue numbers (hint: it’s probably not what you think).
Matt and Ted also challenge the common wisdom of waiting until reaching a specific size before selling, warning that this “someday” strategy could leave you with nothing but regrets and missed opportunities and reveal that many financial advisors are missing a crucial opportunity to add value during their clients’ business sales—a process that’s far more complex and emotionally charged than most realize.
Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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See MoreMatthew will share how to double your success in the four areas of practice success.
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