Special Considerations in Valuing Wealth Management Firms

Business Valuation UpdateVol. 22 No. 12
December 2016
Patrice Radogna, ASA, CBA, CVA, CPA, ABAR


The valuation of wealth management firms presents a number of special considerations. These firms are brimming with talent, brain power, energy, and, most importantly, revenue-generating capacity. They come in many shapes and sizes and vary widely in term ...