Latest / Transition To RIA Podcast
Q105 - Will My Practice Have A Higher Valuation In The RIA Model?
Will the marketplace assign a higher valuation to your practice in the RIA model?
While there are multiple variables that go into a valuation calculation, there are some basic economic truths involved.
Consider an analogy.
You own a house and desire to sell it. Naturally, you’d like the highest price you can get for it.
Imagine if you lived in an HOA community and the HOA got to dictate how your sale process will occur, under what terms you can sell the house, who the potential buyers can be, etc.
Will that result in the highest valuation?
Or perhaps your community doesn’t have an HOA, but…
The skinny
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