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.
Your financial planning practice is likely your largest asset; understanding its potential value is critical to making smart business decisions. Our valuation services have helped hundreds of financial advisors become more strategic about their time, business investments, and future plans.
Business Valuations can be used to:
- Make decisions about the make-up of your client base
- Chart the value of your practice years before a sale
- Facilitate succession planning discussions
- Acquire practices
- Secure bank lending
Don’t wait until you’re looking to buy or sell, get a read today on what your firm is worth – and what it could be worth.