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Practice Sale Multiples

Separating Fact from Fiction  

The explosion of interest in acquisitions over the past several years has generated tremendous growth - and speculation. Claims of multiples as high as 5x have led to a significant disconnect from what are realistic expectations for practice valuation and monetization. In this webinar we will separate fact from fiction around multiples including:

  • What led to these assumptions of high multiples
  • How to root practice value in concrete data that supports M&A deals and financing
  • What are realistic multiples and what factors determine what multiples a practice can receive
  • Where the market is heading and how that will influence monetization in the future

 

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Tony Whitbeck, CEO

Anthony “Tony” Whitbeck, CFP, CLU, serves as the CEO of Advisor Legacy and as an M&A Coach guiding advisors through the process of buying or selling a practice. A 30+ year veteran of the industry, Tony’s experience, industry knowledge, connections with broker dealers, and track record for successful deals make him a powerhouse ally for financial advisors. Tony is especially adept at deal negotiation and structuring, navigating complex transitions, as well as helping advisors define and craft a compelling vision for their succession.
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Travis Liedke, Legacy Solutions Sales Coach

Travis works with our valuations team to gather, analyze, and deliver valuation results to advisors. With over 8 years of experience in the financial advisory industry, Travis understands the needs of advisors and expertly guides them on what they can do to improve practice value.