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 [Watch Link]

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:

  • What business and ownership traits made for the most successful buyers in 2020. 
  • How to identify and avoid the top "deal killers."
  • How you can elevate your enterprise level through strategic and deliberate focus.
  • Where to start in evaluating your business potential and determining Step #1.

View presentation, slides, and additional resources.

Create Profit with Compensation [Watch Link]

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:

  • Why it's important to balance wages, bonuses, and profit distributions for your team to encourage performance and create profit.
  • How to structure compensation for the business you want to ultimately build.
  • Why what you pay someone is not as important as how you pay them.
  • How to appropriately allocate compensation for owners to preserve profitability.

View presentation, slides, and additional resources.

Indicators of Success [Watch Link]

Indicators of Success:
Understanding KPIs

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:

  • Why setting metrics is a critical part of setting and achieving goals.
  • Which tools and technology you should be leveraging to assess your business and use these insights to define your short- and long-term business priorities.
  • Which metrics are best applied to monitor progress for your specific path.

View presentation, slides, and additional resources.

Revenue Drivers [Watch Link]

Revenue Drivers:
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:

  • Which factors most affect revenue growth.
  • Why monitoring value year over year is important for any business goal.
  • How to focus efforts and control the growth of your business.

Click to view session recording, slides, and additional resources.