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Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer

Financial Advisor Success

CHAPTER

Valuation Strategies for Financial Advisory Practices

This chapter explores the valuation process for financial advisory firms, highlighting different evaluation methods and the significance of conservative cash flow projections. It features a case study of a firm that chose an independent valuation to ensure objectivity and informed decision-making.

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