Considering an Exit? Max Your Value First with Scott DiGiammarino

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 talks with Scott DiGiammarino of JPTD Partners about what’s driving advisor valuations today, how private equity and PE-backed buyers evaluate firms, and what advisors can do now to command premium multiples. Scott explains why many sellers are exiting earlier than you might expect, how “sell-and-stay” deals wor...