Your Practice Isn’t Worth What You Think. Here’s Why.
By Louis Diamond, TheDailyUpside.com – Most advisors misjudge their business’s value, not because of the number, but because of the framework. Learn what really drives enterprise value.
By Louis Diamond, TheDailyUpside.com – Most advisors misjudge their business’s value, not because of the number, but because of the framework. Learn what really drives enterprise value.
By Mindy Diamond, Forbes.com – For employee advisors who are taking a “bigger picture look” at their business, here are 3 valuation scenarios to consider that can help you determine if where you are currently practicing will allow you to maximize value at the end of the day.
By Louis Diamond – While mergers and acquisitions are typically associated with existing RIAs and independents, the fact of the matter is that anytime an advisor is offered a recruitment package from a brokerage firm, that firm is in essence “buying” a business and conducting its own due diligence process to assess value—so understanding that value is imperative.