Description

Considering an exit isn’t about timing retirement—it’s about maximizing the value of what you’ve built before the window shifts.

In this episode of Advisors Off Script, Shelby Nicholl talks with Scott DiGiammarino of JPTD Partners about what’s driving advisor valuations today, how private equity and PE-backed buyers evaluate firms, and what advisors can do now to command premium multiples. Scott explains why many sellers are exiting earlier than you might expect, how “sell-and-stay” deals work, and why growth—not age—is often the real trigger for an exit conversation.

In this episode, we cover:

• What actually drives advisor valuations today
• How buyers evaluate growth, EBITDA, and recurring revenue
• Why clean governance, compliance, and financials matter more than ever
• How platform choice (RIA vs BD) affects deal structure
• The hidden risks that can derail or kill a deal entirely
• Why waiting can cost you millions

This isn’t just about selling. It’s about leverage, optionality, and protecting the value of your firm before making your next move.

Learn more at MurielConsulting.com 

Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.