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The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter

The Diamond Podcast for Financial Advisors

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Navigating Private Equity Valuations

This chapter emphasizes the critical role of understanding private equity valuations for financial advisors, highlighting the potential long-term benefits of equity over cash. Discussions include personal experiences with valuation metrics, the impact of the COVID-19 pandemic, and the complexities of negotiating transitions and compensation structures. It also stresses the importance of strategic planning in the wealth management industry, particularly during transitions and acquisitions.

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