Understanding the Value of Your Business

An advisor who works at a large firm asked me why she should care about M&A.

And it’s an important question to answer.?

The reality is that every business has value. And that value differs based upon the firm or model you built that business on—as well as your goals when it comes to monetizing at the end of the day.

So whether you’re thinking about how you’re going to live out your business life, considering another firm’s recruitment deal, reviewing your firm’s retire-in-place program, or feeling the tug of your entrepreneurial spirit and the desire to be a business owner, understanding that value is critical.?

That’s why we devoted two episodes of our podcast this month to M&A.?Listen in to part 2 of 2.?

Plus, the expanded landscape offers a wide variety of options for every advisor. But what many don’t realize is that even for those considering independence, there are several paths to choose from.?

This week’s?featured article?from InvestmentNews.com offers suggestions for those who manage $500mm or more.?But be sure to check the link?for additional articles on independent options for those managing assets below that threshold.

Keep learning and growing!

Mindy Diamond

PLUS BONUS DOWNLOAD:?M&A Readiness Assessment

A free self-appraisal to help you identify gaps and opportunities, and create a path to the next chapter of your business.?LISTEN IN & GET THE DOWNLOAD...

ARTICLE FEATURE

From Practice to Enterprise: Independent Paths for Advisors Managing $500mm or More

For entrepreneurial advisors questioning the best next step for their business, the independent space offers several options—yet there are four that provide the highest level of freedom and control for those who manage over $500mm.

Read it

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