The Anatomy of a Deal: What Does the M&A Process Look Like

Why Overrides May Override Your Ability to Sell

News You Can Use (4:55) Hey Claude, Sell My Business [https://citywire.com/ria/news/opinion-hey-claude-sell-my-business/a2490150?utm_medium=website&utm_source=citywire_usa_ria&utm_campaign=home-content-list-1&utm_content=international-usa-ria-latest-news-list&utm_pos=2] Why Overrides May Override Your Ability to Sell (14:08) Deal Me the Cards (26:23)

Your 5 Year Countdown: Preparing for a Premium Exit

In this episode, industry thought leader Duncan MacPherson joins host Peter Velardi to discuss macro and micro trends impacting financial advisors, including AI, industry consolidation, and strategies for building enterprise value and preparing for a premium exit. 02:12 Understanding Macro Trends in Advisory M&A 14:44 Navigating Industry Trends and Opportunities 20:08 Preparing for a Premium Exit 26:54 Mindset Shifts for Advisors Pareto Systems - https://paretosystems.com [https://paretosystems.com] Always On Podcast - https://open.spotify.com/show/6VVTkBCzNNDUjImrVlrPrv [https://open.spotify.com/show/6VVTkBCzNNDUjImrVlrPrv] LinkedIn - Duncan McPherson - https://www.linkedin.com/in/duncanmacpherson/ [https://www.linkedin.com/in/duncanmacpherson/] JPTD Partners - https://jptdpartners.com [https://jptdpartners.com]

The Anatomy of a Deal: What Does the M&A Process Look Like

News You Can Use (2:49) https://www.advisorhub.com/resources/why-ownership-structure-matters-to-independent-advisors/ [https://www.advisorhub.com/resources/why-ownership-structure-matters-to-independent-advisors/] (7:58) https://www.advisorhub.com/resources/ria-consolidation-trends-mergers-of-equals/  [https://www.advisorhub.com/resources/the-power-of-an-integrated-firm-delivering-advisor-alpha-in-an-age-of-automation/] The Anatomy of a Deal: What Does the M&A Process Look Like (14:21) Advisor Red Flag (35:27) Deal Me The Cards (35:29)

I Sold My Practice: What I’d Do Differently

News you can use: 4:43 https://citywire.com/ria/news/exclusive-jump-raises-80m-to-close-out-series-b/a2481918?utm_medium=website&utm_source=citywire_usa_ria&utm_campaign=list-page&utm_content=latest-news&utm_pos=3&utm_page=2 [https://citywire.com/ria/news/exclusive-jump-raises-80m-to-close-out-series-b/a2481918?utm_medium=website&utm_source=citywire_usa_ria&utm_campaign=list-page&utm_content=latest-news&utm_pos=3&utm_page=2]  7:35 https://www.advisorhub.com/resources/ria-consolidation-trends-mergers-of-equals/ [https://www.advisorhub.com/resources/ria-consolidation-trends-mergers-of-equals/]  I Sold My Practice. What I'd Do Differently with Matthew Jarvis (10:16) Advisor Red Flag (20:35) Deal Me The Cards (26:17)

Minority, Majority, or Sell the Whole Thing? What’s the Best Path for Your Practice

News You Can Use 3:11 - https://www.advisorhub.com/resources/the-power-of-connection-why-partnered-independence-is-the-future-of-wealth-management/ [https://www.advisorhub.com/resources/the-power-of-connection-why-partnered-independence-is-the-future-of-wealth-management/] 14:46 - https://citywire.com/ria/news/opinion-soaring-equities-and-record-m-and-a-are-a-dangerous-combo-for-today-s-rias/a2481847 [https://citywire.com/ria/news/opinion-soaring-equities-and-record-m-and-a-are-a-dangerous-combo-for-today-s-rias/a2481847] Minority, Majority, or Sell the Whole Thing? What’s the Best Path for Your Practice (21:59) Advisor Red Flag (33:11) Deal Me The Cards (36:51) Rapid Fire Takeaways (43:45)