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What’s the ‘Real’ Value of a Financial Advisor’s Business?

Diamond Consultants

How do I build a business for maximum enterprise value? How do you arrive at the valuation of an independent firm? It almost doubles its EBITDA and enhances the multiple to a conservative 11x instead of 9x—thus almost doubling the value of the business overall.

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The Annual Report for Advisors: The Contradictions of 2022 and Emerging Trends for 2023

Diamond Consultants

Record valuations and sophisticated buyers, like private equity firms with deep pockets and healthy appetites to acquire high-quality businesses, caused many employee teams to reconsider the big picture in ways they had not before. That is, every advisor will have the opportunity to maximize their career enterprise value.