“What is my practice worth? This is a question that every independent financial adviser should ask, or has asked, at one time or another. Given that the value of a fee-based advisory practice is often the largest asset that most advisers own, it is a good question in need of good answers.”
A new in-depth article for Journal of Financial Planning, “What is My Practice Worth? What You need to Know About Value and Valuation” by FP Transitions Valuations Director & G2 Owner, Ryan Grau, CVA, CBA.