Financial Advisors: What’s My Business Actually Worth?
Firm Transitions Podcast With Corey Walen 179 views March 12, 2025 12:01 pm
With the record setting multiples, I’m consistently hearing from Advisors:
“What’s my business actually worth?” and “What can I do now to maximize the value of my business later?”
In this video I share the acronym P.R.I.C.E. and how it can help you evaluate your business and all the things that a buyer might be considering when valuing your business’ worth.
I help high-performing financial advisors transition firms at no cost to you: Please utilize my non-bias expertise to help you make the most informed decision that best suits you and the future of your business.
I hope this helps. Thanks for watching!
Don’t forget to LIKE 👍 and SUBSCRIBE ✅
#FATransition #CoreyWalen #financialadvisor #independentadvisor #independent #recruiter #RIA
—-
► Useful?
Subscribe: https://www.youtube.com/channel/UC2-A82CiACaopNFmDA87uhQ
Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
—-
Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Website: https://www.coreywalen.com
Corey Walen, Managing Partner
Bridgemark Strategies