Negotiating Deal Terms With Peter Velardi — The Perfect RIA

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In this episode of the TPR podcast, host Matthew Jarvis and guest Peter Velardi
discuss the intricacies of negotiating deal terms, the importance of understanding earn outs, and the value of professional negotiation in the financial advisory space. They explore how advisors can design their job descriptions post-transition, the risks of going directly to firms without representation, and the potential pitfalls of waiting to sell a practice. The conversation emphasizes the current seller's market and the importance of confidentiality in the valuation process, providing insights for advisors considering their options.

Negotiating Deal Terms With Peter Velardi

Resources in today's episode:

Resources:

- Matt Jarvis: Website | LinkedIn
- Peter Velardi: Website | LinkedIn
- Get your practice valuation here