Please check out our latest vlog: Should an accounting firm develop a wealth management income stream?
The most important predictor of revenue growth and profitability, now and into the future, will be customer intelligence, says a recent PwC report, Financial Services technology: 2020 and Beyond. This intelligence forms part of data which is now all around us – from computers to smart devices to cars to coffee machines, we’re hyperconnected and leaving a detailed data trail …
Please check out my latest vlog: How Do You Value a Financial Planning Business? To get your FREE Valuation Guide, click here..
Please check out my latest vlog: Why Is A Business Valuation Important? To get your FREE Valuation Guide, click here.
Please check out my latest vlog: How Do Aging Clients Impact Business Value? To download your FREE Valuation Guide, please CLICK HERE.
This is for your clients – we thought we would give you something you can use with your clients or prospects: feel free to copy, paste and share if it helps you or your clients! Why do we invest? Why do we put money in the bank? Is it simply because we should or we’re told we’re should? No – …
Please check out my latest vlog: Is there a discount for minority equity sale purchase?
Please check out my latest vlog: Do you use Recurring Revenue or EBIT for the purchase and/or sale of a financial planning business?
Whether you’re a potential buyer or seller of a financial planning firm, or you’re wondering whether to hold on to an existing business, there are some key factors to consider to ensure a smooth and successful transaction and outcome. The business of buying and selling a business brings into play a range of emotions so the challenge is keeping calm …
Please check out my short vlog on a popular question I’m often asked… Are practices selling for 3 times recurring revenue?