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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.

Audio Stream

 It is 20 minutes and you may stream it on Alexa, iTunes, SoundCloud, Stitcher, and TuneIn.

Video Overview 

Valuations Video Update Episode 16

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

Also, check out:

Episode 15 - Acquisition Activity Increase in Wealth Management with Kirsten Petras

Episode 14 - The Importance of Talent Wealth for Successful Business Transitions with Kelli Cruz

Episode 13 - Using Social Media to Increase Your Valuation with Victor Gaxiola

Episode 12 - Growing Your Business by Simplifying It with Brian Margolis

Episode 11 - Using Compliance as a Strategic Edge with Ivan Barretto of RIA Compliance

Episode 10 - Using Sentiment Analysis and AI to Beat the S&P 500 with Jamie Wise of Buzz Indexes

Episode 9 - Practice Management Themes for 2019 with Grant Hicks and Carla McCabe

Episode 8 - The Value of Alternative Investments in IRAs with Henry Yoshida of Rocket Dollar

Episode 7 - Digital Transformation & Blockchain with Jeremi Karnell

Episode 6 - Acquisition Financing with James Hughes of Live Oak Bank

Episode 5 - Importance of Culture with Jim DeCarlo, CEO of StratWealth

Episode 4 - Firms of the Future with Shane Morrow, Managing Partner IronBridge

Episode 3 -  Firm Value with Jeff Miller

Episode 2 -  Practice Management with Carla McCabe

Episode 1 -  The Truelytics Origin Story with Terry Mullen



Disclaimer

The above article is meant for information purposes only and is not intended in any way to provide legal or other advice for any specific situation.  Readers always should consult their own tax, accounting and legal advisors before taking any action related to the above article or subject matter.

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