Ep 332: Transitioning From (A Father's) Commissions-Based Practice To Fee-Based Planning As A G2 Advisor With Liz Hand
Financial Advisor Success
The Challenges of Negotiating a Valuation Number
The, the idea being like, um, you were sweat equity contributors to a big portion of this last stage of the growth in particular. So we're going to use like a, a blended valuation number of the two, which pulls the valuation number more in the direction of the 2019 valuation. Mm hmm. The challenge wasn't necessarily about the valuation per se because that was third party and sounds like everybody was reasonably comfortable with the number that came in from the third party. And so it made sense to us too, the amount that he gave to us. I, again, like thinking about it from all sides, I was like, don't just give away sweat equity for sweat
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