Presented by FP Transitions Enterprise Value, Valuation, and Succession & M&A in Wealth Management

Program

• Why understanding a firm's value matters - and how it changes as the business professionalizes
• The critical difference between price and value, and why they're rarely the same number
• How the purpose of a valuation (external sale, internal equity transfer, or benchmarking) shapes the result
• The main valuation methods used for U.S. wealth management firms, and when each applies
• Why simple rule-of-thumb mutiples fall short - and what a rigorous, data-driven valuation looks like instead
• How valuation multiples for RIAs have developed over recent years, and what the trend in fee-based, recurring-revenue firms tells us
• The key performance indicators that drive firm value, focusing on profitablility, efficiency, and growth
• How benchmarking against comparable firms reveals where a firm stands and where to improve
• How to actively grow form value over time, and why the best results start years before a transition
• How U.S. valuation practice compares with the Swiss context, and what Swiss UVVs can take from it

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