Does Your Valuation Tell a Story?

2019-02-13T11:24:39+00:00

Disclaimer - Opinions expressed are solely my own and do not express the views or opinions of my employer. If after reviewing your valuation and all you have is a collection of numbers in a spreadsheet, you do not have a valuation at all. At that point you simply have a model's output calculations of [...]

Does Your Valuation Tell a Story? 2019-02-13T11:24:39+00:00

Benefits of Performing a Business Valuation

2018-03-12T22:40:48+00:00

Disclaimer - Opinions expressed are solely my own and do not express the views or opinions of my employer. The majority of closely-held business owners I meet typically fall in 2 camps when asked what their business is worth. The first group falls in the 'I don't know' camp due to a variety of reasons [...]

Benefits of Performing a Business Valuation 2018-03-12T22:40:48+00:00

Are you selling your Financial Advisory Business for less than you could?

2018-03-12T22:41:15+00:00

Disclaimer - Opinions expressed are solely my own and do not express the views or opinions of my employer. Too many financial planners and other personal finance advisers fail to get the best value on businesses that they may have spent decades building up. Here are some thoughts on how to avoid joining them. Timing [...]

Are you selling your Financial Advisory Business for less than you could? 2018-03-12T22:41:15+00:00