By most measures, the RIA industry is thriving. Assets under management hit record highs in 2024. Median firm revenue grew 18% year-over-year. Client retention held steady at 97%. The independent model continues to attract advisors…
This is Part 4 of our series on EOS and Exit Planning. Read Part 1 | Read Part 2 | Read Part 3 Barry Fay has a pointed observation for private equity firms: “If you’re…
This is Part 3 of our series on EOS and Exit Planning. Read Part 1 | Read Part 2 Two businesses. Same revenue. Same EBITDA. Same industry. One sells for 4× EBITDA. The other sells…
This is Part 2 of our series on EOS and Exit Planning. Read Part 1 here If you want to kill your business valuation, make yourself irreplaceable. It sounds counterintuitive, but here’s the reality: buyers…
As well as your balance sheet for that matter! You just need to change your Chart of Accounts. The Chart of Accounts is the account setup for your financials, which you see as the categories…