Considering an Exit? Let’s Max Your Value First.

Considering an exit isn’t about timing retirement—it’s about maximizing the value of what you’ve built before the window shifts.

In this episode of Advisors Off Script, Shelby Nicholl sits down with Scott DiGiammarino of JPTD to break down what’s really driving today’s advisor valuations—and how top advisors are positioning their firms to command record-breaking multiples.

Scott pulls back the curtain on how private equity and PE-backed buyers think, why four to seven times revenue is now common, and what separates firms that get premium offers from those that don’t. You’ll learn why many sellers today are in their forties (not their seventies), how “sell and stay” deals actually work, and why growth—not age—is the real trigger for an exit conversation.

This episode covers:

• What actually drives advisor valuations today

• How buyers evaluate growth, EBITDA, and recurring revenue

• Why clean governance, compliance, and financials matter more than ever

• How platform choice (RIA vs. BD) affects deal structure

• The hidden risks that can derail or kill a deal entirely

• Why waiting—whether due to markets, health, or hesitation—can cost you millions

Whether you’re planning to exit in two years or ten, this conversation isn’t about selling—it’s about leverage, optionality, and getting paid what your business is truly worth while conditions are still in your favor.

This isn’t just a podcast episode.

It’s a playbook for advisors who want to maximize value before making their next move.

Produced by Shelby Nicholl. Edited by Aaron Sherman. 
 
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll.
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