RIA owners should know what their firm is worth, but many don’t get valuations
Getting a valuation from a third-party firm can be costly and complex.
Nothing perks up the owner of a financial advisory firm quite like a conversation about valuations, but for some reason most firm owners never make the effort to determine exactly what their business is worth until they're being acquired.
"I think it's a very good idea to have your firm valued, esp
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