Diamond Consultants

JUNE 1, 2023

How do I build a business for maximum enterprise value? So, I asked our resident expert in M&A at Diamond Consultants, Louis Diamond , and he shared this real-world example: Let’s consider a wirehouse team generating $5mm in annual revenue, managing $600mm in almost all fee-based assets for high net worth clients.

Enterprise Values 98

Enterprise Values Private Equity Firms Private Equity Firms Mergers and Acquisitions 98

Diamond Consultants

OCTOBER 4, 2022

As financial advisor recruiters and consultants, we realized something: Our team is constantly immersed in data on the things that are top-of-mind for advisors—whether or not they are considering change. Plus, advisors are thinking bigger picture and longer-term—with a more acute focus on building enterprise value.

Consulting 52

Consulting Consultants Enterprise Values 52

Diamond Consultants

AUGUST 9, 2022

That is, there are service providers that offer state-of-the-art platforms and support, an ever-growing number of consultants to serve as guides at start-up and longer-term, and a growing pool of capital resources available to advisors seeking working capital, liquidity, or to offset unvested deferred comp that may be left behind.

Enterprise Values 59

Enterprise Values Buyout Financing Finance 59

Diamond Consultants

DECEMBER 5, 2023

Forgoing the opportunity to maximize career enterprise value While staying the course can minimize disruption and eliminate the risk of transitioning the business, in most cases, it results in sub-optimal career enterprise value.

Enterprise Values 52

Enterprise Values Buyout Prospects Taxes 52

Diamond Consultants

AUGUST 23, 2023

Even the largest and longest-tenured teams, who would have been unlikely even to consider a move a few years ago, are “voting with their feet” as they ask themselves if their firm will still be the right one in the long term and will allow them to maximize enterprise value of the businesses they’ve built.

Enterprise Values 52

Enterprise Values Banks Consulting Consultants 52

Diamond Consultants

DECEMBER 20, 2022

While all that’s still true, we’re seeing even further shifts to a greater focus on the long-term and maximizing their value. This will be the year that advisors take a step back and conceptualize not just how to maximize the value of their business and annual compensation, but how that translates into achieving their best business lives.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Enterprise Values Banks 59

Diamond Consultants

SEPTEMBER 10, 2024

It really depends on what you value most (the ease of staying put versus maximizing enterprise value), how aligned you are with your firm’s future direction, how much you care about your next gen and your clients, and myriad other factors. Should you take the deal?

Enterprise Values 52

Enterprise Values Bidding Assets Capital 52