72 - M&A Musings with special guest Rob Stevenson.
TRAP: The Real Adviser Podcast
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Navigating the IFA M&A Landscape
This chapter analyzes the current state of the Independent Financial Adviser M&A market, focusing on the vibrancy of the market and the various dynamics influencing deals. It emphasizes the importance of understanding financial planning beyond transactions and explores succession planning's nuances, business valuation metrics, and enterprise value enhancement strategies. Additionally, the chapter discusses private equity investment challenges and valuation concepts, highlighting the role of past transactions and cash flow analysis in determining asset value.
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