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How Value Is Determined for OSJ and Specialty RIA Practices
How Value Is Determined for OSJ and Specialty RIA Practices The financial advisor industry presents many unique challenges and considerations when it comes to valuing the business. In most practices, the value of the business is based largely on the...
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How Adopting Technology Impacts Practice Value
How Adopting Technology Impacts Practice Value Much of the financial advisory industry had resisted mass adoption of technology over recent decades, but market and environmental pressures during the past few years have made it a necessity. The circumstances...
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What Influences the Value of a Financial Advisor Practice
What Influences the Value of a Financial Advisor Practice The value of your financial practice has tremendous influence over your ability to secure working capital and financing to grow your business through acquisitions. Understanding how...
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