Financial Advisors: You’re Undervaluing Your Business — By A LOT
If you’re a financial advisor doing $2M+ in revenue, there’s a very real chance your practice is worth far more than you think.
In this video, I break down why internal valuations from broker-dealers and RIAs often dramatically undervalue advisory businesses and how one $4M revenue team went from a $12M internal valuation to $20M+ in the open market.
Your business isn’t worth what someone tells you, it’s worth what the market is willing to pay.
I hope this helps. Thanks for watching!
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Corey Walen, Managing Partner
Bridgemark Strategies
