About this episode

The episode discusses the current state of wealth management valuations and the factors influencing how practices are valued.

Episode 27: Valuations - What is Your Practice Worth & How Will It Be Valued with Special Guest Kay Lynn Mayhue Hosts: Allen Darby & Jacqueline Martinez Guest: Kay Lynn Mayhue, President at Merit Financial Advisors Wealth management valuations are sitting near historic highs, but not every firm is valued the same. In this episode, Allen and Jaclyn break down where RIA valuations are today, what buyers are really paying for, and why deal structure matters just as much as the headline multiple. Current Wealth Management Valuations The market remains highly competitive, with pricing moving up over the last six months. Tune in to find out headline multiples Why the Headline Number Can Be Misleading The highest multiple is not always the cleanest offer. Buyers often separate the base business from future growth assumptions, which means a large headline offer may depend heavily on earn-outs, retention payments, or aggressive performance targets. Sellers need to understand what is guaranteed, what is contingent, and what has to happen after closing to receive the full value. What Buyers Are Scrutinizing Organic growth has become one of the most important value drivers in the…

People in this episode

Hosts: Allen Darby, Jacqueline Martinez

Guest: Kay Lynn Mayhue

Topics covered

• valuations
• RIA valuations
• wealth management
• deal structure
• organic growth
• buyer scrutiny

Keywords

• valuations
• wealth management
• headline multiples
• buyer attention
• organic growth
• concentration risk
• succession planning

Mentioned in this episode

Organizations: Merit Financial Advisors

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