Firm Transitions with Corey Walen

Valuations at an All-Time High: Mergers & Acquisitions – with Jeff Nash (003)


Listen Later

Jeff Nash, CEO & Founder of Bridgework Strategies, joins me to talk all things M&A. His 25+ years of experience bring tremendous value to this conversation, enjoy!

  • We’re seeing valuations at an all-time high right now (almost sounds too good to be true).
  • How are some of these firms making the economics work?
    • At what point in time is it just too expensive for some of these firms to buy practices?
  • Should you be receiving cash or equity for your practice?
  • Selling your whole practice vs a partial sale?
  • What can a financial advisor expect for their practice?
  • How is a practice valuated?
  • What practices get the highest valuations?

--

Contact & connect with me:

Text: (908) 902 4903

Meet: https://calendly.com/coreywalen

LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/

Thanks for listening!

Corey Walen, Managing Partner, Bridgemark Strategies

---

Contact & connect with me:

Text or Call: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(908) 902 4903⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Meet: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://calendly.com/coreywalen⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/coreywalen/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@CoreyWalen⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.coreywalen.co...

...more
View all episodesView all episodes
Download on the App Store

Firm Transitions with Corey WalenBy Corey Walen

  • 5
  • 5
  • 5
  • 5
  • 5

5

9 ratings


More shows like Firm Transitions with Corey Walen

View all
Masters in Business by Bloomberg

Masters in Business

2,169 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

195 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

521 Listeners

THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

THE ED MYLETT SHOW

14,025 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

283 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,014 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

102 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,114 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

247 Listeners

Advisor Talk with Frank LaRosa by Elite Consulting Partners

Advisor Talk with Frank LaRosa

90 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,549 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

132 Listeners

Behind The Breakaway by Uptick Partners

Behind The Breakaway

4 Listeners