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MWAA 2026 Ep 15: Zach Daily | How to Build & Sell a High-Value Residual Portfolio
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In this episode of our Paycast Network series live from Chicago, Zach Daily from Cutter joins us to discuss the art and science of residual portfolio valuation and exit strategies for ISOs and sales agents. Zach breaks down what buyers look for when evaluating a book of business, including attrition rates, MID concentration, and industry diversity. He shares essential contract advice for new agents looking to maximize long-term equity, such as securing lifetime residual rights and non-exclusive agreements, and explains how Cutter works with agents to navigate unfavorable ISO terms to ensure a successful portfolio sale. In this episode, we cover: Key factors that determine the valuation of a…