Don Connelly & Associates

JULY 22, 2024

Among the more critical decisions a financial advisor must make is determining their fee structure—what to charge clients and how to charge them. After all, the fee structure sets the tone for how clients perceive the value they receive from your services.

Fee Structure 52

Fee Structure Best Practices Education 52

Axial

JUNE 13, 2024

We are excited to continue surfacing meaningful data and best practices from the top M&A advisors and capital partners transacting in the American lower middle market. Consistent with all of our publications, all identity data and related information are fully anonymized to protect the privacy and confidentiality of Axial members.

Enterprise Values 59

Enterprise Values Fee Structure Best Practices Consultants 59

FMG

DECEMBER 9, 2022

.” Many advisors did this because they wanted the opportunity to justify their fees in a one-on-one conversation. This isn’t an unreasonable thought, but it’s not necessary or best practice. Why You Should Include Fees on Your Financial Advisor Website. 4 Examples of Financial Advisor Fees on Websites.

Fee Structure 52

Fee Structure Best Practices Prospects Assets 52

Axial

OCTOBER 24, 2023

What is the valuation and fee structure? Tell me about your fee structure. The most common way an M&A advisory firm charges for its services is with a retainer and a success fee. What valuation range should I expect for my business and why?

Due Diligence 52

Due Diligence Fee Structure Legal Best Practices 52

Sara Grillo

MARCH 16, 2024

Immersion was a refreshing gathering of like-minded advisors sharing best practices and their vision for the future of transparent financial advice. Flat fee advisor “Highly qualified community with a shared vision for fairness, honesty, and transparency for clients. We’re changing the world, and we’re doing it together.

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Best Practices Consultants Consulting Fee Structure 52