Insights

Insightsfor IFA firm owners.

Practical views on valuing, selling and structuring the sale of an advice firm, from Brian Swanson.

Articles

How firms are valued,sold and structured.

A Swanson Capital Briefing

The Exit Readiness GapWhat buyers actually pay for, and why most IFA owners find out too late.

The number you would quote at a conference and the number a buyer will underwrite after due diligence are often not the same. The gap between them is the single biggest reason deals fall apart or close below expectations, and it is almost always avoidable if you see it early enough.

This is ten chapters on what actually moves the number, written from what Brian has seen across twenty years on every side of the deal. No fluff, and nothing sold to you at the end of each chapter. It is a free download.

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Cover of The Exit Readiness Gap, a Swanson Capital briefing by Brian Swanson
What’s Inside

Ten chapters,one working map.

  1. 1The Valuation You Think You Have
  2. 2Practice vs Business
  3. 3What Buyers Actually Price
  4. 4The Founder Dependency Problem
  5. 5The Compliance Discount
  6. 6The Data Nobody Can See
  7. 7Growth That Doesn’t Add Value
  8. 8The Founder’s Own Readiness
  9. 9What Twelve Months of Preparation Actually Looks Like
  10. 10Where You Actually Stand