Pier One Fine Wine Roundtable

Across DMY Business Brokers’ last 30 practice sales, firms sold for between 95 and 135 cents per dollar of fees. On $1.5 million in fees, that’s $600,000 for doing the same work. It isn’t luck, and it isn’t the software. Buyers pay for what technology did to your numbers. Over lunch, we’ll ask one question about AI in your firm: which number will this move? Four conversations The firm that runs without you. If half your clients will only talk to you, a buyer is buying your mobile number. How AI puts client history in one place so anyone can pick up the phone. Margin, cash and write-offs. One version of the truth at month-end, with AI doing the legwork, so the hours saved turn into profit, not discounts. From compliance to recurring advisory. Board packs, forecasts and retainers: the steadier, stickier fees buyers pay more for. Security is part of the price. A policy in a drawer protects nobody. How to enforce AI rules inside the platform, with every action logged and auditable before due diligence asks. You’ll leave with The numbers a buyer would discount in your firm today Where AI saves time, and where it adds risk One thing to do on Monday The driver and the engineer Every winning F1 team has a driver and a race engineer talking on every lap. This lunch works the same way. You bring the practice. We bring the engineering. Martin Kratky built Acterys, which was licensed to Microsoft and acquired by Vena. Richie Warr has spent 25 years in financial systems and was part of the original team at Acterys and Allwis.