Valuation of Investment Advisory Firms
Training Event Transcripts
January 26, 2017
Warren Burkholder, CBI, MCBA, ASA, ABAR, MAAF
Investment advisory firms are different from other professional service businesses, and there are important details about the investment advisory industry to consider in the valuation process. In this webinar, expert Warren Burkholder will discuss ownership of a fractional interest in a business entity (usually caused by either divorce or a transfer of interest) and some of the potential encumbrances such as complex contractual and legal rights. This session also covers deals to transfer of a 100% ownership of the book of business and the associated post-closing transition, noncompete agreements, and financing options. Invest in this session, and get a high return on your next investment advisory firm engagement.