Why Advisors Should Buy Cashflow Not Revenue | Tyler Wilson, Care Lending Group

This series is a set of 1-on-1 conversations with the principals behind some of the fastest-growing wealth advisory firms in Canada.In this episode, I interview a key partner to firms pursuing acquisitions in the sector. We unpack how they support buyers through sourcing, structuring, and closing transactions, and how they help ensure integrations actually deliver value.The discussion focuses on what works in practice, where deals break down, and how the best acquirers manage integration risk, cultural alignment, valuation, and transition risk.About My GuestTyler is a graduate of the University of Guelph, where he earned an Honours degree in Economics and Finance. He began his career in the banking industry in 2016, focusing on supporting goodwill M&A activity across Canada. By 2018, Tyler used this experience to execute the first transactions for a large Canadian bank to the Wealth Management sector and continued to spearhead the growth of that program. Driven by an entrepreneurial mindset and a collaborative approach to working with people, Tyler joined CLG, the ideal fit for the Advisor lending program to support Wealth Managers, Advisors, Planners and Dealers across Canada.