Latest / Advisor Talk with Frank LaRosa
The One Last Move: An Alternative to Selling Your Practice
Frank LaRosa is literally getting a text about this exact scenario while recording this episode.
Frank opens with a real client story, an advisor in his mid to late sixties who has spent a year and a half weighing a full sale against a transition. The multiples sound incredible on paper, ten, twelve, even fourteen times EBITDA but once junior partners, payout structures and sell and stay scenarios come into play, the math gets a lot more complicated than the headline number suggests.
Stacey brings in the psychology most advisors never plan for. She explains why so many get stuck at the altar…
The skinny
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