The Challenge in Valuing a Financial Advisory Firm

May 18, 2017 / By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
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It’s important to get regular, independent, and cost-effective valuation of your firm so that you can improve its value long before the day comes to sell the practice. But what’s the best way to do that? FP Transitions and its “Comprehensive Valuation Report” is a strong option, especially for smaller firms.

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