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?
To The Point: A MarshBerry Video Series
Key Factors in Balancing Profit and Revenue for Business Valuation
August 15, 2024
MarshBerry is a global leader in investment banking and consulting services, specializing in the insurance brokerage and wealth management sectors. If your firm seeks expert advisory guidance to refine your business strategies, drive sustainable growth, or facilitate a sale, MarshBerry is the ideal partner to support you in making these critical business decisions. Collaborating with a trusted advisor who deeply understands your business and the industry can help you maximize value at every stage of ownership.
