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Brad Bueermann
CEO of FP Transitions, specializing in valuation and analysis of advisory practices. Expert in M&A, succession planning, and maximizing enterprise value.
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May 11, 2023
• 1h 4min
Valuation Expert FP Transitions: On M&A, Growth, and Maximizing Enterprise Value
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Brad Bueermann, CEO of FP Transitions, shares his journey from a ranch in Oregon to a key player in wealth management. He dives deep into M&A trends, discussing how financial advisory valuations have transformed. The importance of understanding enterprise value is emphasized, along with the crucial role of leadership transitions in successful business mergers. Bueermann also highlights the evolving nature of advisory models and the necessity of collaborative growth in today's competitive landscape. Get ready for valuable insights on maximizing your firm's worth!
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