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Unlocking Massive Value: 18 Mistakes That Cost Financial Planners Millions When (Not If) They Have a Liquidity Event - Softcover

Jarvis CFP, Matthew

 
9798895741443: Unlocking Massive Value: 18 Mistakes That Cost Financial Planners Millions When (Not If) They Have a Liquidity Event
Softcover
ISBN 13: 9798895741443
Verlag: Morgan James Publishing, 2026

Inhaltsangabe

When the dust settles, there will be two kinds of financial advisors: those who leveraged their business into multi-generational wealth, and those who spend the rest of their careers wishing they had.

In Unlocking Massive Value, renowned financial advisors Micah Shilanski, CFP®, and Matthew Jarvis, CFP®, reveal how they transformed their 7-figure practices into 8-figure liquidity events while continuing to deliver exceptional value to their clients, teams, and families.

Inside, you'll discover:

  • Why most financial advisors dramatically underestimate the value of their business
  • The hidden mistakes that can cost millions in a sale
  • How buyers evaluate growth, profitability, systems, and leadership
  • What separates a practice from a true enterprise business
  • How to evaluate offers, negotiate effectively, and avoid common traps
  • The steps you can take today to increase both profitability and enterprise value
  • How to create successful outcomes for clients and team members throughout the transition

 

Whether you're planning a liquidity event now or years from now, the decisions you make today will determine whether you build generational wealth or leave millions on the table.

Every advisor will eventually exit their practice. The question is whether it happens on your terms or someone else's.

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Über die Autorin bzw. den Autor

Matthew Jarvis is recognized around the world as having built (and now sold) one of the most efficient and profitable lifestyle practices. In addition to building his own RIA (Jarvis Financial Services), Jarvis has coached thousands of advisors, and the podcast he cohosts, The Perfect RIA, has been downloaded more than two million times. His first book, Delivering Massive Value, remains an industry best seller.

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Verlag
Morgan James Publishing
Erscheinungsdatum
2026
Sprache
Englisch
ISBN 13 
9798895741443
Einband
Taschenbuch
Anzahl der Seiten
250
Kontakt zum Hersteller
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Verantwortliche Person
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