Understanding the value of your business is a foundational tool in your growth strategy. Whether you're hoping to optimize current operations, enhance organic growth, or participate in some sort of transaction (internal or external), a thorough understanding of your value and valuations in general is key to long-term success. This presentation will introduce valuations in our industry, valuation methodologies, and how to determine which type is best for you and your firm.
1. Learn to identify the purpose of your valuation
2. Understand what is being valued
3. Introduction to market-based vs. equity-based valuations
Marcus Hagood
Marcus Hagood is a Consultant at FP Transitions guiding clients on organic and inorganic growth, operational efficiency, and exit planning, both internal succession and external sales. He works collaboratively with business founders, operational leaders, and next generation owners.
Mallory Boutin, MBA, is a consultant at FP Transitions specializing in supporting Fee-Only financial planners and independent RIA owners. Drawn to FP Transitions by its culture of intellectual curiosity and emphasis on building relationships, Mallory gets excited about solving the puzzle that lies at the heart of each individual advisor’s or practice’s business problem. From there, she personalizes her approach to deliver the services they need while building a relationship that helps to support their long-term success.