In this episode, Matthew Jarvis and John Poole discuss the current trends in the financial advisory industry, particularly focusing on valuations and liquidity events. They explore the implications of market changes, the importance of preparing practices for potential sales, and the impact of personal health on business valuations. The conversation also addresses concerns about client interests during liquidity events and highlights the significance of due diligence in acquisitions. John shares insights on red flags to watch for in potential buyers and emphasizes the need for advisors to be proactive in understanding their practice's value.

Understanding Valuation Trends in Today's Market With John Poole

Resources in today's episode:

Resources

- Matt Jarvis: Website | LinkedIn - John Poole: Website | LinkedIn - Get your practice valuation here - Learn More about our Coaching Programs