Preparing your view
Research and practical decision guides for advisors, RIA leaders, buyers, and wirehouse teams who need to understand what they control, what it may be worth, and what to evaluate next.
Research library
New articles will be organized into focused collections so a reader can move from a broad question to the specific valuation, succession, recruiting, or acquisition decision in front of them.
Understand valuation methods, recurring-revenue economics, normalized profitability, and the difference between an estimate, an appraisal, and an executable price.
Separate production from ownership and examine agreement control, client choice, portability, firm approval, and the economic interest that can responsibly be valued.
Compare continuity plans, internal succession, partial sales, external sales, mergers, minority equity, and the evidence each path requires.
Evaluate a recruitable book without confusing gross production, transition assistance, portable revenue, retention assumptions, and long-term enterprise value.
Prepare for target valuation, buyer capacity, due diligence, financing, deal structure, client consent, and post-close integration.
See how organic growth, revenue quality, client concentration, founder dependence, team depth, and succession readiness can influence durability and value.
Publishing first
The first articles establish the core Black Scarab framework across advisor owners, wirehouse teams, and RIA buyers.
Editorial standard
Every analysis begins by defining the ownership, control, and transfer facts that shape the economic interest under discussion.
Material claims should be dated, attributed, and separated from assumptions, illustrations, and professional judgment.
Educational analysis remains distinct from legal interpretation, tax advice, transaction execution, and a signed professional appraisal.
Begin with your facts
Build a private profile, define the economic interest being evaluated, and review the assumptions behind your range.
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