Auto Dealer Valuation Insights

NOVEMBER 21, 2024

There’s been a great deal of interest in RIA acquisitions in recent years from a diverse group of buyers ranging from consolidators, other RIAs, banks, diversified financial services companies, and private equity.

Banking 52

Banking Equity 52

Auto Dealer Valuation Insights

FEBRUARY 3, 2023

For this week’s post we’re introducing our whitepaper on compensation structures for investment management firms. Since roughly 75% of an investment management firm’s expenses are compensation costs, figuring out the right balance of salary, performance pay, and equity incentives is always front of mind for RIA principals.

Equity 52

Equity 52

Biz Equity

FEBRUARY 2, 2023

If you haven’t defined your target audience yet, check out this whitepaper! But if your goal is to grow your financial advisory firm by attracting, serving and retaining more business owner clients, it’s up to you to find a way to stand out to your target audience. (If

Business Valuation 98

Business Valuation Marketability 98

Valutico

JULY 3, 2023

For a more detailed explanation of how to select peer companies, access our free whitepaper on peer selection here. Profitability Ratios: Metrics such as operating margin, net profit margin, and return on equity (ROE) provide insights into the profitability of peer companies.

Market Capitalization 52

Market Capitalization Marketability Comparable Company Analysis EBIT 52