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Unlocking Massive Value: 18 Mistakes That Cost Financial Planners Millions When (Not If) They Have a Liquidity Event
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Publisher: Morgan James Publishing
Published: Sep 29 2026
Pages: 250
Weight: 0.75
Height: 0.57 Width: 6.00 Depth: 9.00
Language: English
When the dust settles, there will be two kinds of financial advisors: those who leveraged their business into multi-generational wealth, and those who spend the rest of their careers wishing they had.
In Unlocking Massive Value, renowned financial advisors Micah Shilanski, CFP(R), and Matthew Jarvis, CFP(R), reveal how they transformed their 7-figure practices into 8-figure liquidity events while continuing to deliver exceptional value to their clients, teams, and families.
Inside, you'll discover:
- Why most financial advisors dramatically underestimate the value of their business
- The hidden mistakes that can cost millions in a sale
- How buyers evaluate growth, profitability, systems, and leadership
- What separates a practice from a true enterprise business
- How to evaluate offers, negotiate effectively, and avoid common traps
- The steps you can take today to increase both profitability and enterprise value
- How to create successful outcomes for clients and team members throughout the transition
Whether you're planning a liquidity event now or years from now, the decisions you make today will determine whether you build generational wealth or leave millions on the table.
Every advisor will eventually exit their practice. The question is whether it happens on your terms or someone else's.
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