A few weeks ago, I had the honor of participating in Alaris Acquisitions’ The Buyer’s Boardroom podcast episode on RIA valuations with Jacqueline Martinez, Managing Partner at Alaris.

In this episode, Jacqueline and I discuss RIA valuation methods, misconceptions surrounding rule-of thumb measures, key value drivers, and the pros and cons associated with internal versus external sales of your business.

We’ve included a link to that discussion for this week’s post and hope you enjoy it.  If you have any questions, feel free to reach out to Jacqueline or me.