Aug 22, 2019

How to Position Your Advisory Firm for a Favorable Valuation

State of the Industry Podcast

State of the Industry Podcast: Episode 2

On this episode of State of the Industry, we welcome:

Each guest offers a unique perspective on firm valuations and how advisors can position themselves in the marketplace to best serve their goals.

Key Takeaways:

  • Key metrics to track based on business goals and objectives
  • Industry M&A deal trends
  • Succession plan options and when to start implementing them
  • What investors look for when evaluating a business
  • What the average advisor can focus on to drive value

We hope you enjoy. You may subscribe to our podcast by clicking here on iTunes Podcasts.