Financial advisories provide a range of services related to personal finance, investments, and financial planning. They primarily help individuals, families, businesses, and institutions make informed financial decisions. As such, the financial advisory industry plays...
These days, many individuals are looking for help with managing their money. That means that financial advisors are in high demand. If you have a financial advisory firm, now is a great time to buy, sell, or expand. A Small Business Administration (SBA) Loan can help...
Financial advisory firms are thriving right now. As such, there are dozens of transactions of financial advisory firms. Therefore, it may be a great time to buy, sell, or expand a financial advisory. However, obtaining the financing to do so can be difficult. This is...
Peak Business Valuation works with small businesses from over 70 different industries for an SBA loan. In the following paragraphs, we highlight several of the main industries/businesses that Peak serves. These are common industries for an SBA loan. Whether you are...
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...
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...
