/
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.
With hearts of social workers and the minds of capitalists, Doug Kisker describes the unique, growth focused culture of his team at Fidant Wealth...
Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial...
One of the best kept secrets in the financial services industry is the Tuck-In model. One of the best descriptions I’ve ever heard for...