Unlocking Massive Value: 18 Mistakes That Cost Financial Planners Millions When (Not If) They Have a Liquidity Event

By: Jarvis, Matthew

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.

• Format: Paperback
• Language: English
• ISBN: B0GWLY5M3T
• ISBN13: 9798895741443
• Release Date: September 2026
• Publisher: Morgan James Publishing
• Length: 250 Pages
• Weight: 0.75 lbs.
• Dimensions: 0.6" x 6.0" x 9.0"