• How To Grow Your Financial Advisory Business By Helping Business Owners Sell Theirs

  • Jul 30 2024
  • Duración: 50 m
  • Podcast

How To Grow Your Financial Advisory Business By Helping Business Owners Sell Theirs Por arte de portada

How To Grow Your Financial Advisory Business By Helping Business Owners Sell Theirs

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  • Resumen

  • Tim Vorhoff, Vice President of CreoValo joins Mike Langford for an exploration of a growth strategy that many financial advisors are ignoring: helping private business owners sell their businesses to unlock their tied-up value. The conversation explores the opportunity for financial advisors to partner with investment banks to assist business owners in selling their companies. They discuss the scale of the opportunity, the average value of small businesses, and the importance of having conversations with business owner clients about their future plans for their businesses.

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    Chapters

    00:00 Introduction: Unlocking Tied-Up Value

    02:25 The Opportunity for Financial Advisors

    04:21 Partnering with Financial Advisors

    09:31 Understanding the Scale of Small Businesses

    17:45 The Benefits of Organizing a Competitive Process

    23:23 Having Conversations with Business Owner Clients

    25:19 Maximizing the Outcome of Selling a Business

    35:27 The Importance of Succession Planning

    41:34 Building Trust as a Resource for Business Owners
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