Valuing Your Financial Practice: What you need to know in today’s market

Facebook
Twitter
LinkedIn
As a financial advisor, understanding the value of your business is essential for planning your long-term financial success. Whether you’re looking to merge with another firm, planning for retirement, or creating a strategy for growth and improvement, a valuation provides insights into your business’s worth and the key factors that drive its value. In this webinar, we’ll cover fundamentals about business appraisals in today’s market, including:
  • Making sure the analysis and report are correct for your specific circumstances
  • Most appropriate approaches for determining value
  • Key value drivers – What factors are most important
  • Current state of the market
  • Strategies to improve the value of your business
Don’t miss out on this informational session that will help you make informed decisions about your business and to create a plan for long-term financial success. Fill out the form now and watch on demand!

Learn more about SRG's Valuation Services.

Schedule your free consultation below!

Presenters

Director of Valuations

Enjoying this article?

You’ll love our Monthly Newsletter “News You Can Use”. Each issue is packed with field tested tips and growth strategies—trusted by top advisors across the country.