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12min chapter
Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]
The Perfect RIA
Navigating Financial Practice Valuations
This chapter explores the intricacies of practice valuations within the financial advisory sector, focusing on the pitfalls advisors encounter when assessing buyout offers. It discusses the differences between valuation metrics and actual market value, emphasizing the benefits of selling to larger firms versus junior advisors for long-term financial stability. The conversation also highlights the innovative roles of private equity and business brokers in maximizing practice values and facilitating successful exits for financial advisors.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode