Understand where your practice lies within the trends of the marketplace and plan accordingly.

Advisors and business owners should be aware of their firm’s position within the industry as well as forward-thinking about where they want it to be in the next 5 – 10 years. 

In this excerpt from our 2019 Trends in Transactions and Valuation Study we take a look back at two decades of valuation and transaction data to share insights about what traits and conditions contribute to sustained business growth and higher values.

We look at how the industry and growth rates have changed over the last five years as well as important performance relationships including:

  • Growth Rates & Regulatory Structure
  • Ownership Structure & Advisor Age
  • Growth Rates & Number of Owners
  • Client Demographics & Combined Ownership Age

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