M&A Outlook 2026: Dual Monetization, PE Pitfalls & What Advisors Need to Know

This conversation covers:

-Why M&A activity has accelerated in 2025 - and why 2026 may be even bigger.

-The growing appeal of dual monetization for advisors who want flexibility.

-Why partial sales can limit control and create long-term complications.

-How technology, data quality, and operational readiness drive your valuation.

-The emotional side of selling - and why so many deals stall late in the process.

-Why larger platforms often offer deeper buyer pools and stronger financing options.

-What advisors should start updating now to strengthen a future exit.

Whether you’re planning to sell soon, exploring a transition, or simply trying to position your practice for the next phase, this episode delivers clear guidance, real-world examples, and forward-looking insights to help you make informed decisions.

Tune in and prepare your practice for what’s ahead in 2026 and beyond.

Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorssuccessions.com

JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com

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