
What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance
The Diamond Podcast for Financial Advisors
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Insights on Maximizing Value in Financial Advisory Practice
Dan, a leading figure in M&A and enterprise value, shares crucial insights from Ashland's 2023 deal report. The chapter highlights the significance of grasping valuation and M&A trends, explores private equity's influence on advisors, and provides strategies for enhancing business value for both independent and non-independent practitioners.
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