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Valuing a Financial Advisory Firm

Valuing a Financial Advisory Firm

Nov 12, 2020 | Business Valuation, Financial Advisory, Small Business

According to IBISWorld, “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 conjunction with other activities, such...Read More »
Value Drivers for a Financial Advisory Firm

Value Drivers for a Financial Advisory Firm

Oct 17, 2020 | Business Valuation, Buying a Business, Financial Advisory, Selling a Business, Small Business

Do you own a financial advisory firm or are looking to buy or sell a book of business? There are several important aspects that impact the value of your financial advisory firm. These are called “Value Drivers” It is important to evaluate these value drivers for your...Read More »

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