Posts Tagged ‘value maximization’

Succession planning: Finding the next you

Passing batton

“The early bird catches the worm” also holds true for advisor succession planning. Be sure to give yourself time to find someone with complementary skills and shared values.

March 3, 2016 Categories: The Science of Advising

Defense is the best offense. 2016: the year of sustainability

As you embark on your 2016 annual planning process, focus on strategies that drive toward sustainability and risk management. This approach isn’t necessarily new – but proposed DOL legislation is likely to make it essential.

Dec 17, 2015 Categories: The Science of Advising
key to business

Give it a try: A study in succession planning success

More advisors are facing the succession challenge as they prepare to retire from the industry. Here’s the story of how two advisors tackled it together.

Dec 3, 2015 Categories: The Science of Advising

The right (and wrong) way to think about profitability

Although assets under management and revenue typically get a lot of attention when describing advisory firms, from a valuation perspective, profitability is more important. Do you know the profitability of your firm – and strategies that can help improve it?

Feb 27, 2014 Categories: The Science of Advising

The trouble with 2x revenue

Whether advisors are looking to sell their firm or grow their business through a strategic acquisition, having a solid understanding of the drivers of valuation is critical. In our view, the common “2x last year’s revenue” approach is overly simplistic and risks disappointing both the potential buyer and the seller. We’ve identified three drivers of enterprise value to focus on instead.

Nov 26, 2013 Categories: The Science of Advising

The perils of an aging book

The financial advisory industry is at a generational crossroads: the baby-boomer bulge is reflected in the age of many advisors – and that of their clients. However, most advisors overlook the impact that the age of their client book can have on their firm’s future growth of assets under management – and the value of their firm. What’s the connection between age and the value of a wealth management firm – and what can you do about it?

Jun 27, 2013 Categories: The Science of Advising
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