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Unlocking Massive Value: 18 Mistakes That Cost Financial Planners Millions When (Not If) They Have a Liquidity Event
When the dust settles, there will be two kinds of financial 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®, and Matthew Jarvis, CFP®, 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
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®, and Matthew Jarvis, CFP®, 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
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.
278 pages, Kindle Edition
Published May 29, 2026
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Review of advance copy
This book seems like a must-read for any 7-figure advisor, and I plan on giving this book away as a gift to friends who are getting closer to an exit.
This book feels like a continuation of the Nick Murray spirit of education. If you like Nick's books, you'll probably like this one.
This book feels like a continuation of the Nick Murray spirit of education. If you like Nick's books, you'll probably like this one.
Displaying 1 - 1 of 1 review