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Ep 333: Scaling A Small-Business-Owner Boutique To A $31M Retainer-Based Valuation With Jim Dew

Financial Advisor Success

CHAPTER

How to Be a Successful Business Owner With a Million Dollars of EBITDA

If you don't do a good job for the 25 grand, you definitely get $100,000 retainer. And that's how business owners think. They don't want to second guess where your motives are. So we're pretty strict about it. If someone is doing 800,000 and they're growing very fast and they're going to be there probably by the time they're off the wait list I can get talked into it. But yeah, half a million, no, that would be a hard no. The threshold has gotten more firm over the last few years because when we let someone in do a half a million then we find that there's not enough complexity for us.

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