The Advisor Advancement Podcast Network

Future Zeros: Don’t Bite the Hook


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There’s all sorts of bait in the water out there trying to tell you the valuation multiples on your practice. But, beware... If you bite down on that hook hard, you might find yourself getting reeled in on a deal that will undermine the career’s worth of work you’ve put into building your practice. We’ll talk about some of the things you should be doing in your business to avoid the smoke and mirrors when it comes to valuation in this episode of Future Zeros.

Note: USA Financial is not a business valuation expert and is not responsible for any misapplication of the information provided herein.

Consider subscribing for continued insights from USA Financial: https://www.youtube.com/@USA-Financial

For more of Future Zeros: https://www.usafinancial.com/insights/futurezeros

Future Zeros is a series for financial advisors who want to increase the value of their firm today and in the future. Your host, Mike Walters (CEO of USA Financial), digs into the nuances of mergers, acquisitions, and succession within the financial advice industry to help you add “future zeros” to your bottom line. Whether you are nearing an exit, just entering the business, or in the middle of building your practice, the Future Zeros series (found on your favorite podcast players and YouTube) will provide thoughtful insights into how to grow your practice the right way in order to maximize your future value and minimize the risk associated with doing so.

Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial

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The Advisor Advancement Podcast NetworkBy USA Financial

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