Selling Your Practice In 2026: Separating Myth From Reality
Legacy Builders
In this episode of Legacy Builders, we delve into the realities of selling your financial practice in 2026, cutting through the myths and rumors. Join me as we explore Todd Dougherty's data-driven insights on practice valuations, revealing why the elusive five times revenue multiple is more myth than reality. We discuss the four tiers of sales, from DIY deals to open market processes, and highlight the significant financial impact of choosing the right method. Learn why understanding cash flow, deal structure, and market exposure is crucial for maximizing your practice's value. Whether you're planning to sell soon or in a few years, this episode equips you with the knowledge to make informed decisions and secure your legacy. Tune in to separate the cocktail party buzz from bankable reality.
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