Building enterprise value before you sell | Bogan & DeTolla (M&A)

Stephanie Bogan of Limitless Advisor Coaching and Amy DeTolla of Aureus Advantage join Craig Iskowitz on WealthTech Today to open Ezra Group's M&A series. The conversation covers enterprise value, M&A readiness and what the episode calls value killers inside advisory practices. It also looks at platform, people and technology alignment before acquisitions, and at building firms in the $100M–$500M range.

1. Most owners wait too long to think about enterprise value, then try to buy their way out of a stall.
2. The episode is the first in Ezra Group's M&A series and focuses on value killers inside advisory practices.
3. Guests discuss platform, people and technology alignment before acquisitions.
4. The conversation covers building firms in the $100M–$500M range and why inorganic growth fails without a dialed-in operating model.