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Selling a Firm? Here’s How To Boost Valuations
Yahoo Finance· 2025-11-06 11:10
There may be no better time to sell an independent firm. M&A activity has been breaking records for years, and it just broke another. For the first time ever, advisors received multiples of at least 1.5 times recurring revenue for their firms last year, according to the Succession Resource Group. With a slew of advisors looking to retire in the coming years, premiums are hitting never-before-seen highs. The problem is that not all advisors are taking the appropriate steps to maximize their firm’s potentia ...