Valuing a Financial Advisor’s Book of Business

Business Valuation UpdateVol. 25 No. 12
December 2019
Howard A. Buchler, J.D.
valuation methods & approaches
goodwill, divorce, marital asset, valuation methods

Summary

A court may not immediately recognize the value of a financial advisor’s collection of client relationships. The author illustrates this based on a case in which he was one of the testifying experts and also discusses various perspectives on the valuation.