Aug 22, 2019
How to Position Your Advisory Firm for a Favorable Valuation
State of the Industry Podcast: Episode 2
On this episode of State of the Industry, we welcome:
- Scott Hanson, Co-Founder, Allworth Financial (Host)
- Ryan Grau, VP of Business Valuation Services, FP Transitions
- Chris Oddy, CFO, Allworth Financial
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.