M&A Outlook 2026: Dual Monetization, PE Pitfalls & What Advisors Need to Know

from Advisor Talk with Frank LaRosa · host Joseph Greco, Frank LaRosa

This conversation covers:-Why M&A activity has accelerated in 2025 - and why 2026 may be even bigger.-The growing appeal of dual monetization for advisors who want flexibility.-Why partial sales can limit control and create long-term complications.-How technology, data quality, and operational readiness drive your valuation.-The emotional side of selling - and why so many deals stall late in the process.-Why larger platforms often offer deeper buyer pools and stronger financing options.-What advisors should start updating now to strengthen a future exit.Whether you’re planning to sell soon, exploring a transition, or simply trying to position your practice for the next phase, this episode delivers clear guidance, real-world examples, and forward-looking insights to help you make informed decisions.Tune in and prepare your practice for what’s ahead in 2026 and beyond.Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorssuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

What this episode covers

In this episode of Advisor Talk, Frank LaRosa sits down with Joe Greco, Director of Elite Advisor Successions, for a candid and in-depth look at what’s really happening across the M&A landscape as we move into 2026. With deal volume reaching record highs and consolidation reshaping the broker-dealer world, advisors are facing critical decisions about succession, valuation, and long-term strategy. Frank and Joe break down why the current environment is creating urgency - yet also unprecedented opportunity - for advisors who prepare early and understand how buyers are evaluating practices. They discuss the rising interest in dual monetization, the risks advisors often overlook in partial PE sales, and the emotional hurdles that frequently derail deals at the finish line.

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M&A Outlook 2026: Dual Monetization, PE Pitfalls & What Advisors Need to Know

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This episode is 36 minutes long.

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This episode was published on November 24, 2025.

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