The Perfect RIA

Lifestyle Is Worth Less Than Wirehouse [Episode 194]


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Do you feel your practice is worth 1 Billion Dollars because you heard from someone about a practice that sold for 6x, 8x, 10x? On today’s episode, Matt and Micah look at practice valuation and share the importance of looking at real numbers. If you’re interested in selling your practice, you must pay close attention to actual numbers, not just what someone assumes is happening. But what if you have no interest in selling your practice? Listen in as Matt and Micah discuss why, no matter what, you need to look at your real data and pay attention to what you’re measuring.

https://theperfectria.com/podcast/194

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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