Exit Strategy

Financial advisor analyzing business valuation data on a laptop showing growth projections

Key Takeaways Private equity firms value systematically operated advisory businesses at 15x to 22x EBITDA, while solo practices with no transferable infrastructure typically sell for six to eight times. The

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9 Simple Questions About Your Practice

Most financial advisors and insurance brokers can’t answer them. Can you?
The Practice Check-Up — takes 10 minutes.