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Value Creation Blog

Valuation and Wealth Management Firms

business valuation sidebar resized 600I’ve recently been doing some work on determining financial value for financial planning/investment management firms.  These are the firms who develop significant cash flow based on a percentage of assets under management.

One of the firms we are working with is being courted by a consolidator who is rolling up investment management firms.  They are paying ten times free cash flow on closing and fourteen times free cash flow in the future based on certain performance metrics being met.

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Topics: exit planning, business exit planning, Valuation, valuation for wealth management firms, Exit planning for advisors


Business Exit Planning And Key Performance Indicators

business exit planningBusiness exit planning is often around transferring ownership of a business.  In my experience the owner is often not interested in transferring their business or not able to transfer it for financial reasons.  If they’re not interested in transferring their business they often are interested in changing their relationship to the business.

Changing the owner’s relationship to the business usually means working less hours and being less involved in the day-to-day operations.  If we do our jobs properly, a well run private business can stay private for a very long time.  When this happens, the need for extreme financial planning is reduced and the owner’s safety for retirement income increases.

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Topics: business exit planning, for advisors, Valuation, Key Performance Indicators (KPI), succession planning


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