Owners–and prospective owners–need to accurately determine the value of their financial services practice, understand what drives that value, and learn how it can grow in order to effectively manage equity and build an enduring business. Value is the starting point for any successful growth strategy.
Your practice is your most valuable asset, and by valuing it, you are empowered to grow, protect, and realize the value you have built. These are ten of many situations where it’s essential to have a current value and accurate understanding of your business, including external sales, acquisitions, legal disputes, and planning for the future.
Our latest book, Buying, Selling, & Valuing Financial Practices, shows you how to complete a sale or acquisition while achieving the best possible terms for both buyer and seller. From valuations to mergers to bank financing, this book provides the perspective and skills you need to work through your deal professionally and efficiently.
Your business is more than just an income source. What are the differences between revenue strength and enterprise strength? How does each make an important contribution to the value of your business? Pay attention to ALL factors that drive current and future value to avoid closing off exit planning options down the road.
The value of your practice is determined by many factors, some obvious, and some not so obvious. Even if the idea of exiting the business is far down the road, as an owner you need to consider these ten factors as part of managing and growing the practice.
The average advisor faces a difficult and increasingly competitive industry. With increased regulatory oversight, technological advances, and the growing need to recruit and retain top talent, it has never been more critical to use benchmarking as part of your strategic planning process. Arming yourself with the best insights into your own business–as well as its place in the industry as a whole–will allow you to nurture business growth.
with guest David Birnbaum, JD of Bates Group
Join Marcus and special guest David Birnbaum, JD, of Bates Group as they discuss the impact of compliance on business value, as well as the importance of internal compliance audits to stay ahead of any regulatory issues and correction periods that come with them.
EMS Exclusive Resource
FP Transitions' valuation experts, Ryan Grau, CVA, CBA and Warren Burkholder, ASA, MCBA, CBI, go in-depth into the differences between valuation and appraisal, the importance of having a certified valuation analyst, and how the purpose of valuation informs the methodology for the most accurate value.
You may already know the core deliverables of our Equity Management System are a Comprehensive Valuation Report, an EquityBuilder Benchmarking Report, and a Continuity Plan. But did you know that EMS membership also includes an ADDITIONAL annual Comprehensive Valuation for an outside business?
A comprehensive overview of our services. Including the Equity Management System (EMS), Succession Planning Program, our Open Market Listings, and M&A Consulting
An overview of what you can expect from our Comprehensive Valuation, and why it’s the most accurate in the the industry. An annual Comprehensive Valuation is included with your Equity Management System (EMS) membership.
An overview of what information is covered in our EquityBuilder Benchmarking Report and why it’s key to building your business. An annual EquityBuilder Benchmarking Report is included in your Equity Management System (EMS) membership.