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Ep 364: Scaling Marketing To Sell A $2.2B Advisory Firm And Advising Advisors On The Lessons Learned From Selling, with Ted Jenkin

Financial Advisor Success

CHAPTER

Maximizing Firm Value Through Marketing, Growth Rates, and Operational Expertise

The chapter discusses the importance of EBITDA multiples in determining the value of a firm for sale, emphasizing the significance of firm size, a strong marketing engine, systematized processes, and having a G2. It highlights the crucial aspects of a firm's success, such as a robust marketing engine, growth rates, profit margins, and the mindset shift needed to transition from a financial advisor to a true business owner. The challenges of scaling a firm, hiring operational expertise, managing workload, and negotiating deals are also explored in relation to maximizing business value.

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