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How The Pandemic Might Affect Valuations For Financial Advisory Business Sales

Mike Langford
May 21, 2020

One thing that is common in any market, is market participants are often spooked by uncertainty. The market for financial advisory businesses, wether it be for individual advisor's books or multi-advisor firms is no different. Buyers and sellers are feeling a lot of uncertainty right now and it is likely to affect valuations, deal flow, deal terms, and deal structure.

Lucky for us, we have Owen Dahl joining Terry Mullen and me for this episode of the Modern Financial Advisor Podcast to make sense of how all this chaos and its likely impact on your business.


To listen to the episode simply click play on the audio stream below or listen and subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Play Music, Alexa,  SoundCloud, Stitcher, and TuneIn.

Audio Stream

Resources Related to this Episode:
Below are a few episodes that tell the story of how Truelytics evolved into what it is today. From when Terry Mullen acquired the technology that leveraged Owen Dahl's valuation models to when Truelytics became the wealth management industry's first comprehensive Advisor Transition Management Platform.

  • The Truelytics Origin Story - In the first episode of the podcast, Terry Mullen shares how he acquired the intellectual property from Gladstone that would eventually become the foundation for Truelytics.
  • How Design Made Truelytics More Valuable - Like many financial technologies, the tech that Terry acquired from Gladstone worked great but wasn't all that easy to use or pleasing to look at. As you'll hear Jeremi Karnell relate in episode 7 of the podcast, transforming the underlying tech into a modern SaaS platform has made all the difference in allowing Truelytics to serve advisors and wealth management enterprise clients.
  • Rapidly Expanding Truelytics Technology Solutions - Once Terry, Jeremi and the Truelytics team had the foundation for TruePerformance laid, it was time to start rapidly expanding the solutions the company provided to advisors and wealth management firms. In episode 32, Eli Gassert shares how he helped translate Owen Dahl's valuation models into working software years ago. Flash forward to 2020, Eli would join Truelytics as the company's first CTO.

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above

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