What's Your Practice Really Worth?
A buyer's-eye view of how advisory practices are valued and where the hidden upside lives.
Media Library
Webinars, podcast & video
Insights from four decades in the advisory business, on your schedule. Watch, listen, and learn what really drives the value of your practice.
Webinars
Live and on-demand sessions on valuation, deal structure, and transition planning.
Selling Without Losing Your Legacy
How to structure a deal that protects your clients, your team, and your reputation.
The Private Equity Playbook
What PE buyers look for and how to make your practice the one they compete over.
Podcast
Candid conversations about building, growing, and eventually selling a great practice.
40 Years, One Journey
Our story, from American Express advisors to boutique M&A consultants.
The Multiple Myth
Why the 2-3x revenue offer from another advisor is rarely the number you could get.
Retire, Stay, or Grow?
Matching your deal to the life you actually want after the sale.
Video Content
Short, practical videos you can watch in a coffee break.
3 Things That Raise Your Multiple
Small moves that make a big difference to serious buyers.
What Buyers Ask For First
The documents and numbers to have ready before you start.
Keeping It Confidential
How we protect your privacy through every step of a sale.
Ready for a real conversation?
Skip the theory. Let's talk about your practice and what it could be worth.
Request a Confidential Valuation