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Financial Planning
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Think your firm's worth 16x EBITDA? Not so fast, say valuation experts
Failing to have a solid succession plan is one of many risk factors that can tank an advisory practice's selling price, industry pros warn.
Financial Planning
3h
Advisors affiliated with broker-dealers most likely to leave
Lack of freedom and limited investment choices may be driving advisors at broker-dealers to leave their firms this year.
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