What’s the ‘Real’ Value of a Financial Advisor’s Business?
Diamond Consultants
JUNE 1, 2023
Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.
Let's personalize your content