What Makes a Business Ready to Buy or Sell?
In this episode of The Adeptli Podcast, Jamie and Julia are joined by Brian Swanson, M&A specialist and co-founder of Avantum Partners, to explore what really makes a financial advice business ready to buy or sell.
Brian shares his perspective on the changing M&A market, the growing influence of private equity and why many advice firms are far less sale ready than their owners realise. The conversation covers valuations, deal structures, founder dependency, advice quality, file standards, culture and the importance of preparing for a sale years rather than months in advance.
They also discuss…
The skinny
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