Greatest Hits - How to Build a Practice That Attracts a Premium Buyer

Advisor Talk with Frank LaRosa · Sep 11, 2025 · 37m

Highlights include:

-The real difference between recurring and advisory revenue - and why it matters for your valuation.

-Why managing client assets yourself can decrease your business’s value.

-Red flags buyers look for, including data disorganization, aging client bases, and weak G2s.

-The role of infrastructure, compliance, and staff continuity in boosting buyer confidence.

-How to apply the 80/20 rule to client segmentation for greater clarity and value.

-Why five years is the sweet spot for prepping your business for sale - and how to get started.

If you’ve ever thought about retiring…