Tuesday, December 13th 1:30 PM PT
Join FP Transitions for this special presentation by Erik Pahlow, Valuations Director at FP Transitions, who has valued over 2,500 financial service practices, as he shares and discusses important data and operational insights from independently owned practices including over 20 key, informative benchmarks:
- How many owners and employees are required
- How many clients are required
- Average fees charged
- Owners compensation
- Practice metrics (including annual rates of growth over the past 5 years)
As you think about your 2012 equity management strategies to determine, protect and optimize the value of one of your largest, most valuable assets, this presentation will help you understand the foundational elements of building an enduring and transferable financial services business. Register Now.