Speaking Opportunities

Building an enduring and transferable business provides owners with more options, greater value, strong and sustainable growth, and a powerful talent retention strategy. Advisors acknowledge that succession planning is a key component of any valuable business, but many struggle to find the time, support, or opportunity to fully embrace their optimal succession planning strategy.

With financial advisory valuations (especially for RIAs) being at an all-time high, more advisors are gearing up to sell. This movement is easy to understand, as this is typically an owner’s largest asset going into retirement. Before owners make any critical decisions about how to exit their business, there are some important considerations. Even minor adjustments to your exit strategy can massively increase the value of your firm and create a legacy for your life’s work.

Continuity is often used interchangeably with the term Succession Planning. However, the two serve very different purposes and require a separate set of tools to craft and implement. While continuity is essential and required by the SEC, succession planning is where advisors can differentiate, grow, and create value year after year.

Mark, Measure, Monitor, Master. Business growth is a goal for every advisory practice, but how you quantify that growth begins with a true examination of where you stand. Benchmarking your business's Key Performance Indicators (KPIs) is the first step, but which data points do you utilize to measure your success or areas do you explore for growth? How do you gather this vital business intelligence? How do these metrics relate to the monetary performance of the firm?

Not all valuations are alike. Today, owners, sellers and buyers have a multitude of important information to sift through. From recurring revenue to profit margins, to growth and retention rates, our team masterfully sorts the relevant datapoints to expertly distill a clear assessment of value. As we all know, data is the ‘what’ – but a valuation also needs the ‘why.’ Industry rules of thumb, commonly expressed as pricing multiples, are misleading without context. The assumption of a one-size-fits-all solution is wildly outdated. After supporting more than 15,000 valuations over the past twenty years, our experts know exactly which questions matter, and they can give you direct comparisons to a perfectly matched cohort. We will explain how value is truly measured in an informed, scientifically repeatable process. When it comes to valuing your life’s work, our team of analysts and experts takes an unmatched approach to getting it right.

How you pay your team is more important than how much you pay them. Compensation systems in the industry are as varied as the businesses that use them. A proper balance of compensation tools helps to maximize profitability, reward your team, and attract talented professionals. In this presentation we walk you through common compensation challenges and the varied solution sets to address them.