You’re no stranger to success. You’ve built a thriving business and have achieved many of your goals. But your journey doesn’t end here. Pause, reflect, and harness renewed inspiration as you continue on your path to prosperity.
The key to business growth is to look ahead and map your pathway to success. Focus your energy strategically and efficiently to build strong business foundations that will help you achieve your goals for growth, value, and profitability.
Led by our industry-leading experts in M&A, business growth, and enterprise value, our Pathfinder webinar series explored new avenues for financial advisory success.
Explore the four series presentations below and let us be your guides to elevating your business and securing your legacy.
2020: A Year in Review
Brad Bueermann, CEO / Principal
James Fisher, JD, M&A Director
Originally aired January 19, 2021, this presentation takes a look back at a unique year of volatility and resilience for the industry and how it affected practice values, deal terms, and acquisition matches. In this session, we highlight:
Create Profit with Compensation
Eric Leeper, CFA, VP of Research & Analysis / Partner
Stuart Smith, JD, Senior Consultant
Understanding available compensation strategies and how they work together can help you can build and retain the right team for business longevity and growth. In this session, we examine:
Indicators of Success:
Marcus Hagood, EMS Director
Mike McKennon, EMS Consultant
Assessing where your business is now, creating specific goals for where you want to be, and implementing a strategic plan for getting there is the best recipe for enhancing your enterprise. In this session, we explore:
The Foundation of Value
Ryan Grau, CVA, CBA, VP of Business Valuation Services / Partner
Craig Strauser, SVP Client Experience
There are many factors that contribute to the revenue growth of your business, including: service capacity, number of clients and AUM, client demographics, fees, and the market itself. Understanding your own business value and where your efforts can maximize growth is essential for business longevity. In this session we explore: