How To Position Your Firm for a Favorable Valuation

We are back with our second episodeof the State of the Industry Podcast, where we welcome the following guests to the panel: Scott Hanson, Co-Founder of Allworth Financial, Ryan Grau, VP of Business Valuation Services at FP Transitions, and Chris Oddy, CFO of Allworth Financial.

Key Takeaways:

• Key metrics to track based on business goals and objectives
• Industry M&A deal trends
• Succession plan options and when to start implementing them
• What investors look for when evaluating a business
• What the average advisor can focus on to drive value

Please take a listen and let us know what you think. To learn more, please visit: https://allworthpartners.com/soti-episode-2/