At a glance
- Scott Leak of FP Transitions recommends developing next-generation owners gradually rather than in one step.
- Sander Ressler of Essential Edge, Kaitlyn Wulfken of CRC Oyster and Mario Chilin of EP Wealth set out what buyers should test and sellers should fix in diligence, including conflicts of interest that arise as two compliance programs are combined.
- For a founder preparing a sale, that means assembling the margin and founder-dependence figures that establish transferable value and the compliance history a buyer will test.
Advisory firm owners need an enterprise-value baseline before setting measurable 2027 goals, and they should weigh margins, productivity and founder dependence alongside revenue, according to Wealth Solutions Report.
Scott Leak of FP Transitions recommends developing next-generation owners gradually rather than in one step.
Compliance histories, compensation arrangements and operating practices travel with a deal, and exposure can outlast the closing. Sander Ressler of Essential Edge, Kaitlyn Wulfken of CRC Oyster and Mario Chilin of EP Wealth set out what buyers should test and sellers should fix in diligence, including conflicts of interest that arise as two compliance programs are combined.
For a founder preparing a sale, that means assembling the margin and founder-dependence figures that establish transferable value and the compliance history a buyer will test.
Reported by the Succession & selling a firm desk from Wealth Solutions Report. Published . Corrections