12 Key Reasons to Assess Your Practice’s Value Annually
An RIA firm owner’s roadmap to increasing your firm’s value in a sustainable way that enhance your firm’s market value now and in the long-run. Succession Resource Group shares six ways firms can carve a path towards smarter growth, identifying levers for better business decisions that retain talented employees as well as ideal profit margins.
Six Ways to Increase the Value of Your RIA Firm
An RIA firm owner’s roadmap to increasing your firm’s value in a sustainable way that enhance your firm’s market value now and in the long-run. Succession Resource Group shares six ways firms can carve a path towards smarter growth, identifying levers for better business decisions that retain talented employees as well as ideal profit margins.
How Much is Your Financial Practice Worth? (Ep. 7)
Six Events that Require a Valuation of Your Financial Practice
Most experienced business owners understand valuations as an essential tool to assist in making critical decisions for their advisory practice. Unfortunately, many advisors will invest time and effort in getting their practice appraised, only to find out that the underlying analysis is irrelevant to the specific purpose of the valuation.
Valuing Your Financial Practice: What you need to know in today’s market
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 Recording Presenters Ryan Grau, CVA, CBA Director of Valuations
SRG Off Script: Understand and Leverage Your Firm’s Value
When it’s time to have your business valued, most advisors struggle with where to start. Most assume business valuations are a “one-size-fits-all” process and engage the firm with the lowest price. However, choosing the wrong type of valuation can result in a waste of time, effort, and money, and can result in a grossly misstated value. Join our latest SRG Off Script where advisor valuations expert Ryan Grau CVA, CBA provides guidance on how to perform your due diligence when selecting a valuation service provider and address the valuation questions that matter most to you. SRG Off Script is a monthly webinar series hosted by President David Grau Jr. David along with other industry experts provide insight and address questions related to all stages of managing a financial practice. Have a request for future SRG Off Script session topics? Let us know at registration or email marketing@successionresourcegroup.com Watch Recording Resources Three Ways to Build Value in Your Advisory Practice → Are YOU Hurting the Value of Your Business? → Revenue Sharing: Variable Comp and Your Value → Learn more about SRG’s Valuation services. Schedule your free consultation below! Presenters David Grau Jr., MBA President/Founder Ryan Grau, CVA, CBA Director of Valuations
SRG Off Script: Building Greater Enterprise Value
https://youtu.be/yEeT5_KRqW4 In the latest of SRG’s monthly webinar series, SRG Off Script, David Grau Jr. addresses the topic of building greater value in your business. Submit your question(s) at registration or live during the webinar! SRG Off Script is a monthly webinar series hosted by President David Grau Jr. David along with other industry experts provide insight and address questions related to all stages of managing a financial practice. Have a request for future SRG Off Script session topics? Let us know at registration or email marketing@successionresourcegroup.com Learn more about SRG’s services: Valuation & Equity Sharing. Schedule your free consultation today! Presenters David Grau Jr., MBA President/Founder
How to Determine Your Business Valuation
As a business grows and develops, there may come a time to consider selling it. You might even be approached with an offer. And while plenty of owners decide they are happy to continue forward at full steam, there are good reasons to think through all the options.
What You Need to Know About Income Valuation
While it is easy for publicly traded companies to know their valuation, only around 1% of businesses are traded on the public market. All the rest are privately held, and for them, the prospect of knowing how much their companies are worth is far more challenging.
Asset Valuation Methods: The Different Methods and Roles
As much as we would like to just balance our revenue and expenses, there are a lot of reasons for businesses to know their valuation. To understand your business valuation, you need to determine the value of all of your assets — things like the fair market value of company stocks, fixed assets like buildings or equipment, and intangible assets like brand recognition or customer lists.