The Hidden Cost of Selling Your Practice Alone With Scott DiGiammarino

Podcast: The Perfect RIA · Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Opublikowano: 2026-10-15

In this episode, Matthew Jarvis welcomes Scott DiGiammarino of JPTD Partners to discuss what advisors can overlook when selling their practices directly to a buyer. Scott shares an example of an owner who accepted a deal he believes left substantial value on the table, then explains why a headline multiple tells only part of the story. They explore ongoing compensation, earnout terms, staff arrangements, and the operational details that shape life after a sale. The conversation covers building a wish list, identifying deal breakers, and understanding the differences between aggregators and integrators. Matthew and Scott also discuss how preparation...