The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Financial Planning Association of New England and FPA NE द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Financial Planning Association of New England and FPA NE या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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#183 - Maximizing Value: Selling Your Financial Advisory Business
MP3•एपिसोड होम
Manage episode 391713619 series 2878077
Financial Planning Association of New England and FPA NE द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Financial Planning Association of New England and FPA NE या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
As a financial advisor, would you sell your business if you found out it might be worth nearly twice what you thought? That might be true. In this episode, host Brad Wright is joined by guest, Scott DiGiammarino of JPTD Partners, and WPP co-host, Chris Boyd, who is selling his practice, to talk about the potential environment for investment advisors thinking of selling. There are no shortage of worries in the world - the impact of AI, fee compression, market disruptions, and more. As a financial advisor, we often urge clients to diversify and not keep too much of a single holding, yet for many of us, our business interests represent our largest asset and source of income. In this episode, Scott ("DiGi") DiGiammarino provides tips as to which firms can fetch top dollar and how to make improvements when necessary. Having a consultant's help can enable you to look at your business in a way that will attract buyers and find firms offering higher deal structures. What are the questions you should consider to determine which buyer might be the best fit for you? Listen in. We hope this episode will provide you helpful considerations as you might be planning for yourself as we transition from one year to the next. Reach Scott ("DiGi") DiGiammarino and JPTD Partners at: Web: https://www.jptdpartners.com/ Email: ScottDiGi@JPTDPartners.com Cell: 703-851-1244 . .
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#DiversifyYourAssets #TopDollarAdvisoryFirms #ConsultantAdvantage #AdvisoryBusinessSale #MaximizeBusinessValue #PlanningForTransition
150 एपिसोडस
MP3•एपिसोड होम
Manage episode 391713619 series 2878077
Financial Planning Association of New England and FPA NE द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Financial Planning Association of New England and FPA NE या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
As a financial advisor, would you sell your business if you found out it might be worth nearly twice what you thought? That might be true. In this episode, host Brad Wright is joined by guest, Scott DiGiammarino of JPTD Partners, and WPP co-host, Chris Boyd, who is selling his practice, to talk about the potential environment for investment advisors thinking of selling. There are no shortage of worries in the world - the impact of AI, fee compression, market disruptions, and more. As a financial advisor, we often urge clients to diversify and not keep too much of a single holding, yet for many of us, our business interests represent our largest asset and source of income. In this episode, Scott ("DiGi") DiGiammarino provides tips as to which firms can fetch top dollar and how to make improvements when necessary. Having a consultant's help can enable you to look at your business in a way that will attract buyers and find firms offering higher deal structures. What are the questions you should consider to determine which buyer might be the best fit for you? Listen in. We hope this episode will provide you helpful considerations as you might be planning for yourself as we transition from one year to the next. Reach Scott ("DiGi") DiGiammarino and JPTD Partners at: Web: https://www.jptdpartners.com/ Email: ScottDiGi@JPTDPartners.com Cell: 703-851-1244 . .
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continue reading
#DiversifyYourAssets #TopDollarAdvisoryFirms #ConsultantAdvantage #AdvisoryBusinessSale #MaximizeBusinessValue #PlanningForTransition
150 एपिसोडस
Semua episode
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