Skip to content


Boosting Curb Appeal

There is much to consider when determining and receiving the true value of your financial services practice, things like assets under management, client demographics, revenue mix, likely employee and client retention, and, of course, cash flow. Check out Wealth Management's recent article, "Boosting Curb Appeal" by Anne Field, for advisor experiences when it comes to looking at all the factors of practice value, including 25-year industry veteran Elizabeth Brickman who valued and sold her business with the help of FP Transitions, but not before realizing the importance of preparation and targeted growth prior to selling.

Understanding all the little things that boost the value of your business will not only benefit you should you decide to sell, but will help you identify areas on which to concentrate on to promote growth.

Read the full article here.



More Articles by Topics

Join Our Email List

Get more #FPInsights delivered straight to your inbox.