The Monetized Advisor

With special guest, Kristin Andree

News you can use (4:38)  https://citywire.com/ria/news/opinion-what-does-independence-actually-mean/a2495062?utm_medium=website&utm_source=citywire_usa_ria&utm_campaign=list-page&utm_content=latest-news&utm_pos=10&utm_page=2

Scaling Beyond Yourself: Growth Strategies After Gaining a Capital Partner (22:11)

Deal Me The Cards (41:10)

News you can use (2:16)  https://citywire.com/ria/news/it-has-gotten-much-more-competitive-how-much-longer-can-rias-rocket-ship-rise-persist/a2493134

The Solo Advisor’s Problem - Why Most Advisors Under $100m Struggle to Sell (10:12)

Advisor Red Flag (22:24)

Deal Me The Cards (24:09)

News You Can Use

(4:55) Hey Claude, Sell My Business

Why Overrides May Override Your Ability to Sell (14:08)

Deal Me the Cards (26:23)

In this episode, industry thought leader Duncan MacPherson joins host Peter Velardi to discuss macro and micro trends impacting financial advisors, including AI, industry consolidation, and strategies for building enterprise value and preparing for a premium exit.

02:12 Understanding Macro Trends in Advisory M&A

14:44 Navigating Industry Trends and Opportunities

20:08 Preparing for a Premium Exit

26:54 Mindset Shifts for Advisors

Pareto Systems - https://paretosystems.com

Always On Podcast - https://open.spotify.com/show/6VVTkBCzNNDUjImrVlrPrv

LinkedIn - Duncan McPherson - https://www.linkedin.com/in/duncanmacpherson/

JPTD Partners - https://jptdpartners.com

News You Can Use

(2:49) https://www.advisorhub.com/resources/why-ownership-structure-matters-to-independent-advisors/

(7:58) https://www.advisorhub.com/resources/ria-consolidation-trends-mergers-of-equals/ 

The Anatomy of a Deal: What Does the M&A Process Look Like (14:21)

Advisor Red Flag (35:27)

Deal Me The Cards (35:29)

News you can use:

4:43 https://citywire.com/ria/news/exclusive-jump-raises-80m-to-close-out-series-b/a2481918?utm_medium=website&utm_source=citywire_usa_ria&utm_campaign=list-page&utm_content=latest-news&utm_pos=3&utm_page=2 

7:35 https://www.advisorhub.com/resources/ria-consolidation-trends-mergers-of-equals/ 

I Sold My Practice. What I'd Do Differently with Matthew Jarvis (10:16)

Advisor Red Flag (20:35)

Deal Me The Cards (26:17)

News You Can Use

3:11 - https://www.advisorhub.com/resources/the-power-of-connection-why-partnered-independence-is-the-future-of-wealth-management/

14:46 - https://citywire.com/ria/news/opinion-soaring-equities-and-record-m-and-a-are-a-dangerous-combo-for-today-s-rias/a2481847

Minority, Majority, or Sell the Whole Thing? What’s the Best Path for Your Practice (21:59)

Advisor Red Flag (33:11)

Deal Me The Cards (36:51)

Rapid Fire Takeaways (43:45)

Welcome to the first episode of The Monetized Advisor. With advisory firm valuations at historic highs, the big question isn’t just what’s my multiple? it’s what does the deal really pay me?

In this episode, Ted Jenkin and Scott DiGiammarino break down how advisory deals are structured behind the scenes and why the headline number often tells only part of the story. They unpack adjusted EBITDA, operating expenses, post-transaction comp, earnouts, equity, and private equity benchmarks and explain how each one impacts your actual take-home value.

The conversation also dives into the time value of money, exposing the trade-offs between cash today and promises tomorrow, and why stock, deferred payments, and deal structure can dramatically change the outcome of a transaction.

If you’re an advisor thinking about growth, succession, or a future exit, this episode helps you cut through the noise and understand what really drives value.

Welcome to the Monetized Advisor! The leading podcast for financial advisors who want to build, protect, and ultimately monetize the practice they've worked a lifetime to create.