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The ClientWise Blog

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Valuing Your Business Goes Far Beyond Revenue Multiples

There’s a big difference between buying a book of business and buying a business. Acquiring a business doesn’t just require an assumption of client relationships; it necessitates a transfer of trust – something that can’t be measured using factors and formulas.

The days of calculating an advisory firm's value by simply multiplying its annual revenues by some magical multiplier (usually 2.1x or 2.3x) are an anachronism. As M&A in the financial advisory space has evolved,.....

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