AdvisorEsq - Episode 10

Legal Listening: The Fox Rothschild LLP Podcast

The advisory industry has been trending towards high valuations. Are those likely to stick around? Jeff Nash, CEO and Co-Founder of Bridgemark Strategies, answers that and more during this conversation, the first in a two-part series with host Matt Baum. Jeff shares an in-depth look at the factors that go into valuing an advisory practice, how EBITDA plays into the equation, and why private equity is so interested in the advisory space. Jeff also breaks down the components that go into his PRICE acronym, which he uses to provide clarity around the components that drive the price of a deal. This episode is a must-listen for any advisor considering making a move in the industry, be it selling, merging or retiring.