M&A Outlook 2026: Dual Monetization, PE Pitfalls & What Advisors Need to Know

Advisor Talk with Frank LaRosa · Nov 24, 2025 · 36m

This conversation covers:

-Why M&A activity has accelerated in 2025 - and why 2026 may be even bigger.

-The growing appeal of dual monetization for advisors who want flexibility.

-Why partial sales can limit control and create long-term complications.

-How technology, data quality, and operational readiness drive your valuation.

-The emotional side of selling - and why so many deals stall late in the process.

-Why larger platforms often offer deeper buyer pools and stronger financing options.

-What advisors should start updating now to strengthen a future exit.

Whether you’re planning to sell…