Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino

from The Perfect RIA · host The Perfect RIA

In this episode, Matthew Jarvis and Scott DiGiammarino discuss the evolving landscape of mergers and acquisitions (M&A) in the financial advisory space. They explore current trends, the importance of understanding deal dynamics, and the implications of earnouts and capital needs. The conversation also delves into succession planning for the next generation, the risks of delaying a sale, and the impact of AI on the industry. Scott emphasizes the importance of strategic partnerships and provides insights on when advisors should consider evaluating their practice's value in the current market. Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Scott DiGiammarino - Website | LinkedIn - Get your practice valuation here - Learn More about our Coaching Programs

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This episode is 29 minutes long.

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This episode was published on May 14, 2026.

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