/
RSS Feed
How much is an Advisory practice worth? This is a loaded question that always gets the starting answer of: it depends. On this episode, we dive into what it depends on, more specifically, and what to expect for both sides of the transaction. Most of all, how can you maximize the economic value of the sale of a practice.
The value will ultimately be determined by the following:
Revenue Profile
Client Relationships
Risk sharing between buyer and seller
Resulting Partnership
To learn more and find out how to maximize the value of your practice, visit theadvisoradvocates.com or call Garrett at 919-561-2436 (text first), or send an email to Garrett@theadvisoradvocates.com.
Justin Reinhold discusses the importance of technology in an Advisors practice and how CPR invests in the commitment to stay ahead of the technological...
How much should Financial Advisors expect to earn for various roles in today’s industry? As the industry continues to evolve (and consolidate), Advisor compensation...
Ed Meek & James Alexander of Edge FA discuss the balance and connection between organic and inorganic growth, and how Edge is using each...