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/
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