Auto Dealer Valuation Insights
JUNE 6, 2025
In our latest webinar, Matthew R. Hamner, CFA, ASA guide you through the critical steps of succession planning, ensuring your firm’s legacy thrives while maximizing its value. Crow, CFA, ASA and Brooks K.
Auto Dealer Valuation Insights
MARCH 28, 2025
In our latest webinar, Brooks K. They discuss the key factors influencing RIA valuations, the latest industry trends, methodologies for valuing RIAs, and best practices to maximize firm value. Hamner, CFA, ASA and Zachary C. Milam, CFA explore the critical elements shaping RIA valuations in today’s market.
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Auto Dealer Valuation Insights
MARCH 28, 2025
In our latest webinar, Brooks K. They discuss the key factors influencing RIA valuations, the latest industry trends, methodologies for valuing RIAs, and best practices to maximize firm value. Hamner, CFA, ASA and Zachary C. Milam, CFA explore the critical elements shaping RIA valuations in today’s market.
Biz Equity
JANUARY 12, 2023
In a recent RIA Channel webinar, Ryan Thompson explained and applied these specific KPIs in depth. For financial advisors, there are five additional, industry-specific metrics that can help determine the trajectory of firm value: Total assets under management (AUM). Take a look here. Total number of clients.
IT Valuations
DECEMBER 30, 2024
By Dr. Aaron Mahl, EVP Business Development, iTValuations As the year winds down, we recently hosted our final webinar of 2024: M&A in 2024: A Year in Review. He encouraged firms to overcome their hesitation to take on debt, viewing it as a valuable tool for growth. Click here to continue the conversation.
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