You Built It. Can You Afford to Sell It?
In Episode 126, Louise Jeffreys joins the show to discuss M&A, valuations and the market forces reshaping financial planning.
We explore what firms are actually selling for, how buyers assess value, and why succession should begin years before an exit is agreed. Louise explains the difference between buy-side and sell-side models, the role of private equity in consolidation, and the importance of cultural fit over headline price.
We also discuss the emotional side of selling, the risks that derail transactions, and what the next phase of the advice profession may look like.
If you are building a firm today, this is a conversation about the future.
Adviser 3.0: The Podcast