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Valuation Expert FP Transitions: On M&A, Growth, and Maximizing Enterprise Value

The Diamond Podcast for Financial Advisors

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Navigating M&A Trends and Valuations

This chapter examines the current state of mergers and acquisitions within the financial advisory sector, highlighting evolving valuation trends and their implications for market participants. It discusses the stabilization of valuations compared to pre-pandemic levels and explores key factors influencing EBITDA multiples, particularly for smaller firms. The conversation emphasizes the significance of understanding one’s own enterprise value and optimizing key performance indicators to achieve higher valuations.

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