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 Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners