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5 Valuation Factors for Retiring Financial Professionals to Consider When Selling Their Businesses

James Hendries

If you are getting ready to retire and thinking about selling your financial firm, you have to decide how much your business is worth, and it can be challenging to put a number on something you’ve been building for your whole life. If so, your book of business ratchets up the sale price.

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Weekly Market Insights – February 26, 2024

Cornerstone Financial Advisory

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. 3,4 This Week: Key Economic Data Monday: New Home Sales.

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Small Cap Value: Waiting for the Jumpstart

Validea

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. of time Price/Sales 0.70 Small caps haven’t been this cheap on an absolute basis since the Financial Crisis.

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Market Commentary: Earnings Season Flouts Calendar Effects

Carson Wealth

Another data point from the recent GFS caught our attention: The number of managers looking for ‘no landing’ is rising. NVIDIA Earnings Show AI Demand Ramping Up Faster than Supply The economic story behind NVIDIA’s blockbuster earnings is very simple in some ways and goes back to Econ 101. billion versus $6.2

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Market Commentary: Checking In on Market Fundamentals

Carson Wealth

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. gain, but not a bad number by any means. That means labor productivity continues to run strong, as workers are producing above-trend output while working the same number of hours. Following the huge 11.2%

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What’s the ‘Real’ Value of a Financial Advisor’s Business?

Diamond Consultants

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.

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Weekly Market Insights – March 18, 2024

Cornerstone Financial Advisory

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. 5 This Week: Key Economic Data Monday: Housing Market Index. Existing Home Sales.