How does your Practice rate when compared to it’s Peer’s?
Succession planning, Acquisitions and Valuation are much discussed topics given the dynamics in the industry. The age bias among advisors only has one outcome – assets have to change hands. So if you are a seller, or a buyer, understanding how to look at a practice in a meaningful manner,beyond the simplest of metrics [Revenue] is essential. Benchmarking is an easy and effective tool to help in determining Real Value. Download the Benchmark study which most closely matches your practice and learn just how well you compare to your peers.
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