To The Point: A MarshBerry Video Series

Key Factors in Balancing Profit and Revenue for Business Valuation

August 15, 2024
Rob Madore

How often do you assess your business for concentration risk among clients and human capital, considering that the wealth management industry is driven by human capital and key advisor dependencies can disrupt your business?

MarshBerry continues to be the #1 sell side advisor in the industry (as ranked by S&P Global). If you’re considering selling your firm, we are the best choice to help you through the complicated process. If you don’t hire MarshBerry, hire a reputable advisor that can help you navigate one of the most important business decisions you will ever make. You will be much better off having an advisor in your corner that knows the industry than trying to do this on your own.

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