David DeVoe: How to Maximize Your RIA Firm’s Valuation
Barron's Advisor
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Valuation Essentials for RIAs
This chapter outlines the critical factors affecting the valuation of Registered Investment Advisor firms, highlighting the significance of growth, profitability, and risk management. It introduces the 'Rule of 40' and underscores the importance of strategic planning and team dynamics in maximizing firm value.
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