Unlocking Massive Value
18 Mistakes That Cost Financial Planners Millions When (Not If) They Have a Liquidity Event
Will be published approx. on 29. September 2026
Book
Paperback/Softback
250 pages
979-8-89574-144-3 (ISBN)
Description
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.
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.
More details
Language
English
Place of publication
United States
Product notice
Paperback (trade)
Illustrations
Illustrations
Dimensions
Height: 229 mm
Width: 152 mm
Thickness: 14 mm
Weight
340 gr
ISBN-13
979-8-89574-144-3 (9798895741443)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Classification
Person
Matthew Jarvis is recognized around the world as having built (and now sold) one of the most efficient and profitable lifestyle practices. In addition to building his own RIA (Jarvis Financial Services), Jarvis has coached thousands of advisors, and the podcast he cohosts, The Perfect RIA, has been downloaded more than two million times. His first book, Delivering Massive Value, remains an industry best seller.