Determining the appropriate value of a financial planning practice can be tricky—and understanding the factors that drive worth is critical to helping you set expectations and make smart, effective business decisions.
Our complimentary manual, A Guide to Valuing Your Financial Advisory Practice, provides practical strategies and techniques you can use—whether you’re developing a succession plan or looking to sell or acquire a book—including:
- Due diligence considerations
- Methods for determining value
- Price negotiation to make a deal