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