Valuations
How To Value A Financial Planning Practice
An investment business valuation represents a snapshot view of the market value of your life’s work in the investment industry. The sad reality is that most investment advisors fail to consider an investment business valuation until it comes time to sell their investment business. While not always obvious to advisors, the importance of periodic valuation … Continue reading “How To Value A Financial Planning Practice”
Financial Practice Valuation
A financial practice valuation represents a snapshot view of the market value of your life’s work in the financial industry. The sad reality is that most financial advisors fail to consider a financial practice valuation until it comes time to sell their financial practice. While not always obvious to financial advisors, the importance of periodic … Continue reading “Financial Practice Valuation”
Financial Business Valuation
All financial advisors should periodically conduct a financial business valuation to determine the value of their financial advisory business. This information becomes especially important when an advisor is getting ready to evaluate potential sale, exit and/or succession options. If you’re at that point with your business, your shrewdness as a veteran advisor should lead you … Continue reading “Financial Business Valuation”
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