Driving Practice Value – Case Study

Using Valuations as a Business Tool

McKinley Carter Wealth Services sought their first practice valuation the same way many do — in response to a partner buy-out request.

The insights they received far outweighed the cost, giving them a tool and professional advice that has helped drive practice value and strategy. Learn about their story by requesting your download now.

Know The True Value Of Your Practice

One of the biggest mistakes advisors make is waiting until they’re facing a sale to conduct a valuation – leaving no time to impact the value. Don’t make that mistake. Get your valuation today.

Get Your Valuation

More Content For Advisors Looking To Grow Practice Value

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Financial Advisor Practice Values Reach All Time High

Despite the challenges of the pandemic and fluctuating markets, practice valuations have reached an all-time high. Since January 1, 2020, we have completed over 400 practice valuations. Compared to [...]

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