To The Point: A MarshBerry Video Series

Leveraging Equity Spread to Increase Enterprise Value

August 5, 2024
Rob Madore

In the wealth management industry, understanding and increasing your firm’s Enterprise Value is crucial for long-term success. Yet, many business owners struggle to identify how to expand their Enterprise Value.

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.

Related Posts

August 15, 2024

Key Factors in Balancing Profit and Revenue for Business Valuation

by 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
Read More
August 13, 2024

Key Levers That Impact Your Business Value

by Rob Madore
In working with owners and management of wealth management firms, we’re often asked how to best build a business that’s not only resilient and prepared for the future, but also one that has the greatest Enterprise Value (EV).
Read More
August 12, 2024

How to Minimize “Key Person Dependency” to Boost Value

by 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
Read More
July 30, 2024

Internal vs. External Value: What’s Behind the Difference Between Them?

by Rob Madore
If someone asked you today what the value of your business is, could you answer them with certainty? Are you aware of the difference between what the value is internally versus
Read More