In this episode, Matthew Jarvis welcomes Scott DiGiammarino of JPTD Partners to discuss what advisors can overlook when selling their practices directly to a buyer. Scott shares an example of an owner who accepted a deal he believes left substantial value on the table, then explains why a headline multiple tells only part of the story. They explore ongoing compensation, earnout terms, staff arrangements, and the operational details that shape life after a sale. The conversation covers building a wish list, identifying deal breakers, and understanding the differences between aggregators and integrators. Matthew and Scott also discuss how preparation, buyer fit, and experienced representation can help advisors evaluate their options and pursue a transaction that supports their business and personal goals.

The Hidden Cost of Selling Your Practice Alone With Scott DiGiammarino

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Scott DiGiammarino: Website | LinkedIn
- Get your practice valuation
- Learn More about our Coaching Programs

In this episode, Matthew Jarvis and Micah Shilanski break down the preparation and conversations behind productive client meetings. They explain why rehearsing a consistent meeting format helps advisors stay focused on the client while delivering personalized advice. From reviewing communication history and completed tasks to practicing with the actual reports and technology, they share what needs to happen before the client arrives. Matthew and Micah then walk through the opening minutes of a meeting: greeting clients, asking about their concerns, listening without rushing, and agreeing on an agenda. They also explore how repeating clear messages about cash flow, guardrails, and retirement goals shapes client expectations and keeps conversations focused on what matters.

Exactly What to Say in Client Meetings [Episode 367]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Get the Surge Toolkit
- Learn More about our Coaching Programs

In this episode, Matthew Jarvis welcomes Max Holvik of The Advisor's CFO to explore how financial advisors can better understand and manage the business behind their practice. Max explains how fractional CFO support helps growing firms connect their financials to future goals, build useful dashboards, and prepare for acquisitions or an eventual exit. They discuss why revenue alone does not reveal client profitability and how tracking service activity and team time can expose hidden costs. The conversation also covers internal controls, staffing capacity, and the challenges of serving clients who no longer fit the firm's strategy. Max shares why better data and an objective sounding board can help owners make clearer decisions about growth, pricing, and service.

Understanding Client Profitability With Max Holvik

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Max Holvik: Website | LinkedIn
- Learn More about our Coaching Programs