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The Importance of De-risking Your Practice With Ted Jenkin

The Perfect RIA

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Valuing Financial Advisory Practices

This chapter examines the stark contrast between how financial advisors assess the value of their businesses and the valuations seen in other sectors. It discusses the need for advisors to recognize the enterprise value of their practices, emphasizing the potential financial benefits of strategic decision-making over immediate cash flow. Through real-world examples and insights into market dynamics, the chapter highlights the complexities of business valuations and the growth potential available to those who adapt their operational strategies.

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