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
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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
