Let’s face it—when most people hear the word "valuation," their minds either jump to dollar signs or they tune out completely,...
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The Role of Valuation Throughout an SMB’s Journey
When you hear the word valuation, what comes to mind?
For many wealth...
Once upon a time, being a wealth advisor was mostly about one thing: beating the market. You were the stock whisperer, the bond...
For years, B2B SaaS companies have measured and rewarded the wrong things, and eventually, that approach started shaping...
Welcome to the final post in our series on understanding business valuation. If you’ve stuck with us so far, you’ve learned...
Why Advisors Must Expand Beyond Investment Management
For decades, investment management has been at the core of wealth...
Why Business Valuation Matters More Than Ever
SMBs are navigating a financial landscape filled with uncertainty—inflation,...
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It’s how you use it, why and how you explain that value proposition to your clients.
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When calculating the value of a business, it’s easy to focus on the tangible and operational aspects—the equipment, the...