Firm Transitions with Corey Walen

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

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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

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      Firm Transitions with Corey WalenBy Corey Walen
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