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If You Build It, Will They Buy It? A Special Industry Update on M&A

The Diamond Podcast for Financial Advisors

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Navigating Business Ownership for Financial Advisors

This chapter examines the challenges and considerations faced by financial advisors when transitioning to independent ownership. It highlights the critical factors influencing business valuations, the importance of profitability metrics, and strategies for enhancing appeal to potential buyers. The discussion underscores the evolving mindset of advisors, positioning their practices as significant assets to be strategically managed for future sales.

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