Valuing Your Financial Practice_Youtube Video Upload

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!

Watch On Demand:



Ryan Grau, CPA, CBA

Director of Valuation