Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition
Modern Financial Advisor · Truelytics
July 14, 201920m 30s
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Show Notes
Mike Langford (flying solo on this episode) explores the strategic value of acquiring another wealth management or insurance business. While it is crucial to base the valuation of a firm on its cash flow, it is also important to remember that the newly acquired business will bring a lot of opportunity above an beyond the immediate cash flow add.