Planning to exit your business can be a big undertaking. Exiting has big implications for your business, the assets, your team, and your taxes. Whether you are planning to retire or sell your business you will want to create an exit plan. Working with your legal...Read More »
Financial advisory firms are fascinating businesses. One of the “quick and dirty ways” a valuation expert values a financial advisory firm is using multiples. A valuation multiple is like a ratio. A ratio compares two things to each other, for example, one of the more...Read More »
Prior to the 1920s, business valuation was really left up to the negotiation skills of both the seller and the buyer. However, when prohibition began on January 17, 1920, and the passing of the 18th Amendment this all changed. Up to this point, there were no official...Read More »
According to IBISWorld about a financial advisory firm, “the financial planning and advice industry comprises companies that provide financial planning, financial advice and wealth management to individuals and business clients. Operators also offer advice in...Read More »
An insurance agency is a company that sells insurance products. Sometimes, insurance agencies are referred to as insurance brokerages. There are several types of insurance agencies. The two most common types of agencies are Captive Agencies and Independent Retail...Read More »
