Maximize Your Business Value: What Buyers Are Looking For
In this short video I discuss the valuation of financial advisors’ practices. While the high multiples (14-18 times EBITDA or 5-6 times revenue) are often touted, the average is closer to 9-10 times EBITDA. So how are the elite teams achieve these figures?
It’s through strategic planning, team building, consistent growth, and a financial planning focus. Advisors should be working with consultants to prepare their practices for sale and to understand buyer criteria early to maximize their practice’s value.
If you’re a high-performing financial advisor considering a move, PLEASE utilize my non-bias expertise to help you make the most informed decision that best suits you and the future of your business. My help comes at no cost to you.
I hope this helps. Thanks for watching!
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Contact & connect with me:
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Corey Walen, Managing Partner
Bridgemark Strategies
