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M&A Valuations and Deal Terms
Manage episode 456664229 series 3626262
İçerik Wealth Partners and Advisor Advocates tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Wealth Partners and Advisor Advocates veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
How much is an Advisory practice worth? This is a loaded question that always gets the starting answer of: it depends. On this episode, we dive into what it depends on, more specifically, and what to expect for both sides of the transaction. Most of all, how can you maximize the economic value of the sale of a practice.
The value will ultimately be determined by the following:
Revenue Profile
Client Relationships
Risk sharing between buyer and seller
Resulting Partnership
To learn more and find out how to maximize the value of your practice, visit theadvisoradvocates.com or call Garrett at 919-561-2436 (text first), or send an email to Garrett@theadvisoradvocates.com.
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