RIA M&A · Podcast

The Hidden Cost of Selling Your Practice Alone With Scott DiGiammarino

For advisors weighing a sale, the episode focuses on the terms behind the headline multiple and on what life after a transaction can look like. It also covers buyer types and how preparation and representation factor into evaluating options.

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Summary

By the ria m&a desk

Matthew Jarvis talks with Scott DiGiammarino of JPTD Partners about what advisors can overlook when selling a practice directly to a buyer. Scott gives an example of an owner whose deal he believes left substantial value on the table, and explains why a headline multiple tells only part of the story. The conversation covers ongoing compensation, earnout terms, staff arrangements, building a wish list and identifying deal breakers, and the differences between aggregators and integrators.

Scott describes an owner who accepted a deal he believes left substantial value on the table.
A headline multiple tells only part of the story, per the discussion.
The conversation covers ongoing compensation, earnout terms and staff arrangements.
Preparation, buyer fit and experienced representation are discussed as ways to evaluate options.

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