Current Valuations: What Elite Financial Advisors Need to Know Right Now — with Jeff Nash (082)
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Current Valuations: What Elite Financial Advisors Need to Know Right Now — with Jeff Nash (082)
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In this episode, I once again catch up with my business partner, Jeff Nash, CEO and co-founder of Bridgemark Strategies. Together we discuss today’s 🔥 red-hot M&A market for elite financial advisors.
We discuss why younger advisors are exploring deals, the “four engines” driving growth at PE-backed RIAs, the critical role of cultural fit (beyond just valuations), and smart alternatives for advisors who want liquidity without giving up control.
Whether you’re interested in M&A, a future transition, or simply flirting with the idea of your next move, this episodes offers the most timely insights into maximizing value and making the right long-term decision.
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