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The ClientWise Blog

Posts about:

enterprise value

8 Ways to Better Frame Your Firm

Odds are you’ve created hundreds of pitch books over the course of your advisory career—PowerPoint presentations with your company brand, bulleted facts and figures,...

Looking Beyond the Multiple

Not too long ago, financial practice values were just a simple multiple of revenue. Depending on the book of business, an advisor generally could expect 1x to 2x...

7 Key Considerations for Advisors Committed to Building Enduring Firms

Building an enduring business. For most of us, it’s one of the most important goals we have—to establish a firm that will care for future generations of both clients and...

10 Essential Drivers of Enterprise Value

One of the biggest challenges for any thriving advisory firm is finding time (beyond day-to-day operations) to plan and execute on the activities which will most...

Polonius Never Tried to Grow a Practice

“Neither a borrower nor a lender be: For loan oft loses both itself and friend.” Hamlet; Act 1, Scene 3 It’s one of the most recognizable and oft quoted lines in all of...

Capacity and Productivity - The keys to unlocking future growth

For any enterprise that’s serious about meaningful and sustainable growth, getting a grasp on how to better control these two critical financial metrics is essential. As...

Growing a Financial Advisory Business thru Mergers and Acquisitions

How three unique firms found common purpose in coming together Rick Kent (founder of the suburban Atlanta-based Merit Financial Group) was actively seeking to grow his...

Building Enterprise Value in Your Financial Advisory Firm

If you were actually able to stay awake through your 8:00am college economics class, you might recall a definition of Enterprise Value as a firm’s market capitalization...

What’s Your Strategic Employee Onboarding Plan?

For the vast majority of financial advisors, building a business begins with anything but a strategic growth and onboarding plan. They start out as a jack-of-all-trades;...